Douglas Eric Bagley
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.
- (marsp) Michigan Association of Retired School PersonnelJan 2020 to now
- Planmember Securities CorporationFeb 2016 to now
- Ottawa Area IsdJan 2007 to now
- Doug Bagley (self Employed)Oct 2006 to now
- Williams & Co dba Williams and Company Financial ServicesOct 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5233560
- Firm CRD
- 11869