Christopher W. Root
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.
- Michigan Assoc of Retired School Personnel-retirement PlanningJun 2026 to now
- Planmember Securities CorporationFeb 2026 to now
- Williams & Co dba Williams and Company Financial ServicesFeb 2026 to now
- Birch Run Area SchoolsSep 2022 to now
- Montrose Community SchoolsAug 2001 to Sep 2022
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
- 8215860
- Firm CRD
- 11869