Kai Lonnie Sewell

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

• 01/2013 → 06/2017
  Na - Unemployed
  St. Louis, MO
• 06/2017 → 09/2017
  Vector Marketing
  St. Louis, MO
• 09/2017 → Present
  College Student
  Columbia, MD
• 09/2023 → Present
  Forrest T. Jones & Co, Inc. Dba Ftj Retirement Advisors
  Kansas City, MO
• 09/2023 → Present
  Fidelity Security Life Insurance Co.
  Kansas City, MO
• 10/2023 → Present
  Planmember Securities Corporation
  Carpinteria, CA

Other Businesses

1) Forrest T. Jones & Co, Inc dba FTJ Investment Advisors-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Financial/investment advisory sales & svcs, and fixed index annuities sales & svcs; Investment Advisor Representative; Start date 9/2023; 160 hrs/mnth & during trading. 2) Fidelity Security Life Insurance Co-2600 Grand Blvd., Suite 900, Kansas City, MO 64108; Investment related; Insurance (fixed annuities) sales & svcs; Agent; Start date 9/2023; 160 hrs/mnth & during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-08
• S65 Uniform Investment Adviser Law Examination
  2023-09-01

Other Names

• Kai L. Sewell