Skip to content

Kenneth Richard Behm

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

Are you Kenneth Richard Behm? Claim your profile

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

21 years in the industry.

  1. Behm FinancialFeb 2009 to now
  2. Planmember Securities CorporationAug 2005 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

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

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
5010852
Firm CRD
11869
Advisor's SEC record (opens in a new tab)
CallContact this firm