Cory G. Kuzinski
Investment adviser representative at Planmember Securities Corporation
25 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
25 years in the industry.
- Cory G. Kuzinski (self Employed)Jun 2026 to now
- Michigan Assoc of Retired School Personnel-retirement PlanningDec 2025 to now
- Planmember Securities CorporationDec 2025 to now
- Williams & Co dba Williams and Company Financial ServicesDec 2025 to now
- Cory Kuzinski (self Employed)Nov 2025 to now
- Michigan High School Athletic AssociationNov 2025 to now
- Yankee Air MusuemAug 2014 to Sep 2019
- Lake Orion Community SchoolsJun 2001 to Jun 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser 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
- 8191678
- Firm CRD
- 11869