Stanko
Pavlovic

Planmember Securities Corporation

CRD#2691298
Investment Advisor
in Chicago, IL

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About this Advisor

Stanko Pavlovic is a financial advisor based in Chicago, Illinois, working with Planmember Securities Corporation. Stanko has previously held positions at Bmo Harris Financial Advisors, Lpl Financial, LLC, V Wealth Advisors, LLC, Wcg Wealth Advisors, LLC, Planmember Securities Corporation, and Prosperity Wealth Advisors. Stanko has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Stanko is part of Planmember Securities Corporation, which operates out of Chicago, Illinois. 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, Series 65

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

5901 N. Cicero Ave, Suite 507
Chicago, IL 60646

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

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

427

IL Average: 43
Total Number of Accounts

69,347

IL Average: 3,727
Average Account Size

$119,336

IL 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

Stanko Pavlovic Work History

2024 - Present (0 year)

Planmember Securities Corporation

2024 - Present (0 year)

Prosperity Wealth Advisors

2023 - Present (1 year)

Wcg Wealth Advisors, LLC

2017 - Present (7 years)

Lpl Financial, LLC

2017 - 2023 (6 years)

V Wealth Advisors, LLC

2008 - 2017 (9 years)

Bmo Harris Financial Advisors

Disclosures

Please visit the SEC profile of Stanko Pavlovic 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

Steven Duplain
Carpinteria, CA
Michael Britton
Carpinteria, CA
Craig Tull
Irvington, NY
Curtis Weeks
Davenport, IA
Matthew Kimberly
Akron, OH
Douglas Stevens
Grandville, MI
James Hughes
Carpinteria, CA
Graham Clement
Houston, TX

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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