Aaron L. Cruz

Planmember Securities Corporation

14 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Planmember Securities Corporation

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

420 advisors

Number of Clients

68,678 clients

Average Client Portfolio

$132K average

Assets Under Management

$9.0B

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Location

6187 Carpinteria Avenue, Carpinteria, CA, 93013

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History

Regulatory History (1)

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Customer Dispute

December 2014

Denied

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Other Business ActivitiesSells Insurance

Aaron owns Tactical Financial Solutions, where he sells securities and insurance. He also owns Cruzn Enterprises LLC, is self-employed selling fixed insurance and annuities, and owns Unbroken, LLC, which provides financial education.