Texanna
Stallwitz

Planmember Securities Corporation

CRD#6807028
Investment Advisor
in Carpinteria, CA

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About this Advisor

Texanna Stallwitz is a financial advisor working out of Carpinteria, California. Stallwitz works at Planmember Securities Corporation. Throughout their career, Stallwitz has worked at Cantina Del Rio, Texas Tech University, Shane Hall Financial, Business Financial Group, Texas Tech University Student Housing, Planmember Securities Corporation and Snappy Kraken. Stallwitz holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Planmember Securities Corporation is a registered investment business based out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 advisors. It handles $8 billion in assets under management across its 67,968 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 67,968 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Planmember Securities Corporation has a broad assortment of services, such as 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. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Planmember Securities Corporation can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

6187 Carpinteria Avenue
Carpinteria, CA 93013

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

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

459

CA Average: 43
Total Number of Accounts

67,968

CA Average: 3,727
Average Account Size

$110,789

CA 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

Texanna Stallwitz Work History

Texanna has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Planmember Securities Corporation

2023 - Present (1 year)

Shane Hall Financial

2021 - 2023 (2 years)

Snappy Kraken

2018 - 2018 (< 1 year)

Shane Hall Financial

2018 - 2021 (3 years)

Shane Hall Financial

2018 - 2021 (3 years)

Planmember Securities Corporation

2017 - 2017 (< 1 year)

Business Financial Group

2016 - 2016 (< 1 year)

Texas Tech University Student Housing

2015 - 2018 (3 years)

Texas Tech University Student Housing

2015 - 2015 (< 1 year)

Texas Tech University Student Housing

2014 - 2015 (1 year)

Texas Tech University

2013 - 2014 (1 year)

Cantina Del Rio

*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 Texanna Stallwitz 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 George
Carpinteria, CA
Maxwell Kilstofte
Los Angeles, CA
Eric Busto
Farmingville, NY
Texanna Stallwitz
Carpinteria, CA
Keeley Atterbury
Carlsbad, CA
Darin Leong
Mililani, HI
Lauren Thomas
Horseshoe Bay, TX
Benjamin Parker
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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