Kimberly Janowski
Investment adviser representative at Planmember Securities Corporation
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$10.1BFirm assets
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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
11 years in the industry.
- Cado Capital LLCJan 2026 to now
- Planmember Securities CorporationNov 2023 to now
- Mutual, Inc.May 2023 to now
- Stony Brook AthleticsFeb 2021 to May 2023
- Stony Brook UniversitySep 2019 to Feb 2021
- Longwood High SchoolSep 2015 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7751016
- Firm CRD
- 11869