Douglas
Brackin

Planmember Securities Corporation

CRD#2690151
Investment Advisor
in Fishers, IN

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About this Advisor

Douglas Brackin is a financial advisor based in Fishers, Indiana, working with Planmember Securities Corporation. Douglas has previously held positions at American Portfolios Financial Services, Inc, Regal Investment Advisors, LLC, Planmember Securities Corporation, Douglas Brackin (Self Employed), Heartland Wealth Group, LLC, Oneamerica Securities, Allstate Insurance Co, Ebay, and American United Life. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Douglas is part of Planmember Securities Corporation, which operates out of Fishers, Indiana. 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

14074 Trade Center Drive, Suite 233
Fishers, IN 46038

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$8,275,617,707

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

427

IN Average: 43
Total Number of Accounts

69,347

IN Average: 3,727
Average Account Size

$119,336

IN 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

Douglas Brackin Work History

2020 - Present (4 years)

Planmember Securities Corporation

2020 - Present (4 years)

Heartland Wealth Group, LLC

2010 - Present (14 years)

Douglas Brackin (Self Employed)

2019 - 2020 (1 year)

Oneamerica Securities

2019 - 2020 (1 year)

American United Life

2017 - 2019 (2 years)

Allstate Insurance Co

2017 - 2019 (2 years)

Ebay

2012 - 2015 (3 years)

American Portfolios Financial Services, Inc

2012 - 2017 (5 years)

Regal Investment Advisors, LLC

Disclosures

Please visit the SEC profile of Douglas Brackin 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

Janine Northway
Carpinteria, CA
Jeffrey Lovegren
Carpinteria, CA
Curtis Weeks
Davenport, IA
Graham Clement
Houston, TX
Matthew Kimberly
Akron, OH
David Mares
Grand Prairie, TX
James Hughes
Carpinteria, CA
Craig Tull
Irvington, NY

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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