Aaron L. Cruz
Investment adviser representative at Planmember Securities Corporation
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Planmember Securities CorporationFeb 2024 to now
- Unbroken, LLCJan 2018 to now
- Aaron Cruz (self Employed)Jan 2011 to now
- Cruzn Enterprises, LLCJan 2011 to now
- Tactical Financial SolutionsJan 2011 to now
- Ifp Securities, LLCAug 2019 to Feb 2024
- Independent Financial PartnersAug 2019 to Feb 2024
- Cetera Advisors LLCAug 2017 to Aug 2019
- AXA Advisors, LLCNov 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WY).
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
- 5950067
- Firm CRD
- 11869