Zachary Davis
Investment adviser representative at Planmember Securities Corporation
10 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
10 years in the industry.
- Northbound Financial ServicesAug 2026 to now
- Planmember Securities CorporationAug 2025 to now
- Associated BankJun 2022 to Jul 2025
- Uw MadisonSep 2021 to May 2022
- DoordashJun 2021 to Aug 2021
- Morgan Stanley-novak Wealth ManagementJun 2021 to Aug 2021
- Uw MadisonSep 2020 to May 2021
- Na-unemployedJun 2020 to Aug 2021
- Uw MadisonSep 2019 to May 2020
- Briggs and StrattonJun 2019 to Aug 2019
- Uw MadisonSep 2018 to May 2019
- Musson Brothers Inc.Jun 2018 to Aug 2018
- Catholic MemorialSep 2017 to May 2018
- Panera BreadJun 2017 to Aug 2017
- Catholic MemorialSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, WI).
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
- 7397563
- Firm CRD
- 11869