Paul Henry Neumaier
Investment adviser representative at Planmember Securities Corporation
31 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
31 years in the industry.
- Michigan Assoc of Retired School Personnel (marsp-rps)Jul 2025 to now
- Planmember Securities CorporationJul 2025 to now
- Williams & Co dba Williams and Company Financial ServicesJul 2025 to now
- Fidelity InvestmentsJun 2024 to May 2025
- Grand Rapids Community CollegeJan 2003 to Jun 2024
- Forest Hills Public SchoolsAug 1994 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7949806
- Firm CRD
- 11869