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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:

Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-07-05
  • OH RA
    APPROVED
    Since 2020-07-05

Branch Locations

Wadsworth, OH • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Securities Dublin OH 01/2006 06/2020
Nationwide Ins Kent OH 01/2006 06/2020
Planmember Securities Corporation Carpinteria CA 06/2020 Present
Fehlan Insurance Agency Wadsworth OH 04/2019 Present
Jeffrey Stroup (Self Employed) Wadsworth OH 12/2005 Present
Sharon Township Zoning Commission Sharon Center OH 01/2011 Present
  • 01/2006 → 06/2020
    Nationwide Securities
    Dublin, OH
  • 01/2006 → 06/2020
    Nationwide Ins
    Kent, OH
  • 06/2020 → Present
    Carpinteria, CA
  • 04/2019 → Present
    Fehlan Insurance Agency
    Wadsworth, OH
  • 12/2005 → Present
    Jeffrey Stroup (Self Employed)
    Wadsworth, OH
  • 01/2011 → Present
    Sharon Township Zoning Commission
    Sharon Center, OH
Other Businesses

1) Jeffrey Stroup (self employed)-6641 Ridge Rd., Wadsworth, OH 44281; Investment related; Insurance (life & fixed annuities) sales & svcs; Agent; Start date 12/2005; 40 hrs/mnth & during trading. 2) Fehlan Insurance Agency-6641 Ridge Rd. Wadsworth, OH 44281; Noninvestment related; Insurance (property & casualty) sales & svcs; Associate Agent; Start date 4/2019; 20 hrs/mnth & during trading. 3) Sharon Township Zoning Commission-1322 Sharon Copley Rd, Sharon Center, OH 44274; Noninvestment related; Chairman of the Board; Start date 1/2011; 3 hrs/mnth; 0 hrs/mnth during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-07-22
  • S63 Uniform Securities Agent State Law Examination
    1991-07-22
Other Names
  • Jeff Stroup

View on SEC IAPD

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