Brandon
Rinner

Planmember Securities Corporation

CRD#3061767
Investment Advisor
in Anchorage, AK

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About this Advisor

Brandon Rinner is a financial advisor based in Anchorage, Alaska, working with Planmember Securities Corporation. Brandon has previously held positions at Mc Kinley Capital Management, Planmember Securities Corporation, Veritas Wealth Management, Thrive Assisted Living, LLC, Brandon Rinner (Self Employed), Zo Financial, LLC, and Pure Poison LLC Dba Antidote. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Alaska. Currently, Brandon is part of Planmember Securities Corporation, which operates out of Anchorage, Alaska. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2665 E Tudor Rd., Suite 202
Anchorage, AK 99507

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

AK Average: $7,578,581,321
Total Number of Employees

427

AK Average: 43
Total Number of Accounts

69,347

AK Average: 3,727
Average Account Size

$119,336

AK Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brandon Rinner Work History

2024 - Present (0 year)

Planmember Securities Corporation

2024 - Present (0 year)

Veritas Wealth Management

2024 - Present (0 year)

Pure Poison LLC Dba Antidote

2022 - Present (2 years)

Brandon Rinner (Self Employed)

2022 - Present (2 years)

Zo Financial, LLC

2019 - Present (5 years)

Thrive Assisted Living, LLC

1998 - 2023 (25 years)

Mc Kinley Capital Management

Disclosures

Please visit the SEC profile of Brandon Rinner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Planmember Securities Corporation

Michael Britton
Carpinteria, CA
Janine Northway
Carpinteria, CA
Steven Duplain
Carpinteria, CA
Douglas Stevens
Grandville, MI
Matthew Kimberly
Akron, OH
Jaime Perez
Carpinteria, CA
James Hughes
Carpinteria, CA
Curtis Weeks
Davenport, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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