Brandi J Ames

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

• 08/2014 → 08/2023
  Pruco Securities, Llc.
  Champaign, IL
• 08/2014 → 08/2023
  Prudential Insurance Company Of America
  Champaign, IL
• 06/2012 → 08/2017
  Integrated Fitness, Inc Dba Curves
  Champaign, IL
• 08/2023 → 01/2025
  Lincoln Finanical Advisors
  Philadelphia, PA
• 08/2023 → 01/2025
  Lincoln Financial Sercurites
  Philadelphia, PA
• 01/2025 → 04/2025
  Lincoln Investment
  Fort Washington, PA
• 07/2025 → 01/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2025 → 01/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2025 → 01/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2026 → Present
  Planmember Securities Corporation
  Carpinteria, CA

Previous Registrations

• 2025-08-04 → 2026-01-15
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
  Lerna, IL
• 2025-01-08 → 2025-04-24
  Lincoln Investment
  Fort Washington, PA
• 2023-10-05 → 2025-01-08
  Osaic Fa, Inc.
  Radnor, PA
  Fort Wayne, IN
• 2017-08-01 → 2023-08-21
  Pruco Securities, Llc.
  Champaign, IL
  Swansea, IL
  Champaign, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-19
• S63 Uniform Securities Agent State Law Examination
  2014-10-22

Other Names

• Brandi Jean Barhorst
• Brandi Jean Barhorst
• Brandi Jean Schwarz
• Brandi Ames
• Brandi Jean Ames