William Vincent Grizinski

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

Authority	Category	Status	Date
OH	RA	APPROVED	2020-04-15

OH RA
APPROVED

Since 2020-04-15

Branch Locations

Springboro, OH • United States

Glendale, CA • 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

Organization	City	State	From	To
Planmember Securities Corporation	Carpinteria	CA	02/2001	Present
Grizinski Financial Services (Formerly Grizinski Brokerage)	Springboro	OH	01/2002	Present

02/2001 → Present

Planmember Securities Corporation

Carpinteria, CA
01/2002 → Present

Grizinski Financial Services (Formerly Grizinski Brokerage)

Springboro, OH

Other Businesses

1)GRIZINSKI FINANCIAL SERVICES;33 BINKLEY LANE SPRINGBORO, OHIO 45066;START DATE: 10/1/1977; PROPRIETOR; SALES OF INSURANCE/INVESTMENTS;160 HRS/MONTH DEVOTED TO BUSINESS;160 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED 2.)Stryde/GMG/ 3/14/2017 NON-IR/ business expense reduction and tax savings solutions for a variety of business organizations 33 BINKLEY LANE SPRINGBORO, OHIO 45066.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-08-24

S66 Uniform Combined State Law Examination

2001-08-24

Other Names

Bill Grizinski

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