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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-19 |
Branch Locations
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 08/2024 | 07/2026 |
| Zeeland Public Schools | Zeeland | MI | 08/2021 | 07/2024 |
| Caledonia Public Schools | Caledonia | MI | 08/2019 | 08/2021 |
| Wayland Public Schools | Wayland | MI | 08/2017 | 08/2019 |
| Thatcher Wealth Management | Grand Rapids | MI | 03/2026 | 07/2026 |
| Grand Valley State University | Allendale | MI | 08/2012 | 05/2017 |
| Lamar University | Beaumont | TX | 03/2021 | 05/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 07/2026 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 07/2026 | Present |
| Michael David Greenlund (Self-Employed) | Holland | MI | 01/2025 | Present |
| Michael David Greenlund (Self-Employed) | Holland | MI | 07/2026 | Present |
1) Williams & Co dba Williams and Company Financial Services-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities & insurance advice, sales & svcs; Financial Advisor; Start date 7/2026; 156 hrs/mnth; 145 hrs/mnth during trading. 2) Michael David Greenlund (self-employed)-107 E. 35th St., Holland, MI 49423; Investment related; insurance sales & svcs; Insurance Agent; Start date 1/2025; 20 hrs/mnth & during trading. 3) Michael David Greenlund (self-employed)-107 E. 35th St., Holland, MI 49423; Noninvestment related; Own & operate a direct mail advertising business that sells advertising space on postcard mailers to local households, the business promotes local businesses; Owner/Operator; Start date 7/2026; 5 hrs/mnth; 0 hr/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-13 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
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