Joseph Banach, financial advisor Grandville MI

Joseph Banach

CRD Number: 5566968
Current Firm: Planmember Securities Corporation

Joseph Banach (CRD# 5566968) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Feb 2016 - Current 8
Williams & Co Dba Williams And Company Financial Services Grandville, MI Nov 2008 - Current 15
Michigan Association Retired School Personnel (marsp) Lansing, MI Nov 2008 - Current 15
Joe Banach (self Employed) Brighton, MI Nov 2008 - Current 15
Legend Equities Corporation Palm Beach Gardens, FL Dec 2009 - Feb 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Joseph B. Banach
Phone Number: 805-684-1199
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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