Christopher John Winspear
Investment adviser representative at Planmember Securities Corporation
20 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
20 years in the industry.
- Bms Financial, Insurance & Tax ServicesAug 2024 to now
- Planmember Securities CorporationAug 2024 to now
- Vegas Valley Insurance & Financial ServicesAug 2024 to now
- Christopher Winspear (self Employed)Oct 2023 to now
- Sequent Planning, LLCNov 2023 to Aug 2024
- Horace Mann InsuranceSep 2008 to Oct 2023
- Horace Mann Investors IncAug 2006 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 2962611
- Firm CRD
- 11869