Judith Angela Zeigler
Investment adviser representative at Planmember Securities Corporation
25 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
25 years in the industry.
- Judy Zeigler Pranic HealingOct 2024 to now
- Planmember Securities CorporationOct 2013 to now
- Judith Zeigler - Self-employedOct 2012 to now
- Judith A. Zeigler-self EmployedSep 2001 to now
- America's Tax SolutionMay 2015 to Nov 2025
- Peninsula Special Interest Lions ClubMay 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4503502
- Firm CRD
- 11869