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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-19
  • MI RA
    APPROVED
    Since 2026-08-19

Branch Locations

3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2024 → 07/2026
    Topeka, KS
  • 08/2021 → 07/2024
    Zeeland Public Schools
    Zeeland, MI
  • 08/2019 → 08/2021
    Caledonia Public Schools
    Caledonia, MI
  • 08/2017 → 08/2019
    Wayland Public Schools
    Wayland, MI
  • 03/2026 → 07/2026
    Grand Rapids, MI
  • 08/2012 → 05/2017
    Grand Valley State University
    Allendale, MI
  • 03/2021 → 05/2022
    Lamar University
    Beaumont, TX
  • 07/2026 → Present
    Carpinteria, CA
  • 07/2026 → Present
    Williams & Co Dba Williams And Company Financial Services
    Grandville, MI
  • 01/2025 → Present
    Michael David Greenlund (Self-Employed)
    Holland, MI
  • 07/2026 → Present
    Michael David Greenlund (Self-Employed)
    Holland, MI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-13
S65 Uniform Investment Adviser Law Examination 2024-07-19
  • S63 Uniform Securities Agent State Law Examination
    2026-08-13
  • S65 Uniform Investment Adviser Law Examination
    2024-07-19
Other Names
  • Michael David Greenlund
  • Michael Greenlund

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