Whitney Elizabeth Brady

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1991 → Present
  Self - Insurance Agent
  Odessa, TX
• 08/1998 → Present
  Irm Distributors, Inc.
  Carpinteria, CA
• 02/1991 → 05/2018
  Investment Solutions Group Aka Financial Fitness
  Odessa, TX
• 02/1991 → 03/2026
  Financial Fitness
  Odessa, TX
• 03/2026 → Present
  Financial Fitness Strategies
  Odessa, TX

Other Businesses

1)Financial Fitness Strategies ;1010 East 8th St., Room 109 Odessa TX 79761; start date 3/26/2026; Owner/Financial Advisor; Sales and service of securities and insurance products; 150 hrs/mo; 100 hrs/mo during trading:IR

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-31