Steven Turner
Investment adviser representative at Planmember Securities Corporation
29 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
29 years in the industry.
- Michigan Association of Retired School Personnel - (marsp-rps)May 2023 to now
- Planmember Securities CorporationMay 2023 to now
- Williams & Co. dba Williams and Company Financial ServicesMay 2023 to now
- Ravines Golf ClubApr 2023 to now
- Michigan VirtualDec 2020 to now
- Zeeland Public SchoolsJul 1997 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
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
- 7727707
- Firm CRD
- 11869