Brook Alison Nichols
Investment adviser representative at Planmember Securities Corporation
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$10.1BFirm assets
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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
18 years in the industry.
- Williams & Company Financial ServicesJan 2017 to now
- Planmember Securities CorporationNov 2008 to now
- Financial Visions, LLCOct 2008 to now
- AmazonNov 2016 to Mar 2017
- L2-advisorsOct 2013 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 4417487
- Firm CRD
- 11869