Brian
Nauman
Planmember Securities Corporation
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About this Advisor
Brian Nauman is a financial advisor based in Davenport, Iowa, working with Planmember Securities Corporation. Brian has previously held positions at The Advisory Group, Inc, Sammons Securities Company, LLC, Spc, Parkland Securities, LLC, Tag Team, LLC, and Planmember Securities Corporation. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Brian is part of Planmember Securities Corporation, which operates out of Davenport, Iowa. 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
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
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
Brian Nauman Work History
Planmember Securities Corporation
Tag Team, LLC
The Advisory Group, Inc
Parkland Securities, LLC
Sammons Securities Company, LLC
Spc
Disclosures
Please visit the SEC profile of Brian Nauman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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