Michael D. Greenlund
Investment adviser representative at Planmember Securities Corporation
14 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
14 years in the industry.
- Planmember Securities CorporationJul 2026 to now
- Williams & Co dba Williams and Company Financial ServicesJul 2026 to now
- Michael David Greenlund (self-employed)Jan 2025 to now
- Thatcher Wealth ManagementMar 2026 to Jul 2026
- Ae Wealth Management, LLCAug 2024 to Jul 2026
- Zeeland Public SchoolsAug 2021 to Jul 2024
- Lamar UniversityMar 2021 to May 2022
- Caledonia Public SchoolsAug 2019 to Aug 2021
- Wayland Public SchoolsAug 2017 to Aug 2019
- Grand Valley State UniversityAug 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
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
- 7987293
- Firm CRD
- 11869