Monte
Bute

Planmember Securities Corporation

CRD#2229091
Investment Advisor
in Eagle, ID

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About this Advisor

Monte Bute is a financial advisor based in Eagle, Idaho, working with Planmember Securities Corporation. Monte has previously held positions at Iof Foresters, Foresters Equity Services, Inc, Planmember Securities Corporation, Paragon Financial Group, Inc, and Proequities Inc. Monte has passed the Series 63 regulatory exam and is registered to provide services in Idaho. Currently, Monte is part of Planmember Securities Corporation, which operates out of Eagle, Idaho. 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 63, Chartered Financial Consultant

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

776 E. Riverside Dr., Suite 204
Eagle, ID 83616

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

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

427

ID Average: 43
Total Number of Accounts

69,347

ID Average: 3,727
Average Account Size

$119,336

ID 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

Monte Bute Work History

2021 - Present (3 years)

Planmember Securities Corporation

2009 - Present (15 years)

Paragon Financial Group, Inc

2019 - 2020 (1 year)

Proequities Inc

2001 - 2017 (16 years)

Iof Foresters

2001 - 2017 (16 years)

Foresters Equity Services, Inc

Disclosures

Please visit the SEC profile of Monte Bute 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

Vance Sanchez
Carpinteria, CA
Darin Leong
Mililani, HI
Douglas Stevens
Grandville, MI
David Mares
Grand Prairie, TX
Matthew Kimberly
Akron, OH
Matthew Sinclair
Carpinteria, CA
James Hughes
Carpinteria, CA
Curtis Weeks
Davenport, IA

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