Kollin J. Pletcher

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

• 06/2015 → 01/2017
  Dear Lake Cabins
  Mt. Vernon, TX
• 01/2017 → Present
  Kollin Pletcher Dba Comprehensive Financial Solutions
  Mt. Vernon, TX
• 08/2018 → Present
  Planmember Securities Corporation
  Carpinteria, CA

Other Businesses

Kollin Pletcher dba Comprehensive Financial Solutions-4622 Hwy. 37 S. , Mt. Vernon, TX. 75457; Investment related; Securities and Insurance sales & svcs; Agent/sole proprietor; Start date 1/17; 180 hrs/mnth; 150 hrs/mnth during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-16
• S63 Uniform Securities Agent State Law Examination
  2019-02-18

Other Names

• Kollin J. Pletcher
• Kollin Pletcher