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Joseph Andrew Ritterhouse

Investment adviser representative at Planmember Securities Corporation
28 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

28 years in the industry.

  1. Planmember Securities CorporationMay 2006 to now
  2. Self EmployedJan 1995 to now
  3. Combined Benefit GroupSep 2018 to Dec 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 1 state (TX).

Planmember Securities Corporation

$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2516448
Firm CRD
11869
Advisor's SEC record (opens in a new tab)
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