Bruce
Koellner
Planmember Securities Corporation
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About this Advisor
Bruce Koellner is a financial advisor based out of Akron, Ohio who has 9 years of relevant experience. Koellner is an employee of Planmember Securities Corporation. Throughout their career, they have worked at Copley Fire Dept, The Investment Center, Ic Advisory Services, Inc, First Responders Financial Advisors, Planmember Securities Corporation and Copley Township. Koellner has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. Planmember Securities Corporation is a registered investment company headquartered in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 financial advisors. It controls $8 billion in assets between its 67,968 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 14 charities and foundations. Of its 67,968 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Planmember Securities Corporation provides a diverse range of services, including 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. A financial advisor's fees typically are based on which services the firm provides the client. Fees billed by Planmember Securities Corporation likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
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
Bruce Koellner Work History
Bruce has been registered as a financial advisor for 9 years.*
Copley Township
Planmember Securities Corporation
First Responders Financial Advisors
Ic Advisory Services, Inc
The Investment Center
Copley Fire Dept
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bruce Koellner 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
Carpinteria, CA
Carpinteria, CA
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Mililani, HI
Carpinteria, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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