Bryan Alan Hummel

Financial advisor at Planmember Securities Corporation · Carpinteria, CA

Last updated 2026-10-10

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Bryan Alan Hummel is a financial advisor at Planmember Securities Corporation in Carpinteria, CA, CRD 4603340. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2007-11-13.

Registration

CRD number
4603340
Registration status
Active
IAPD registration
2007-11-13
Industry Experience
18 years
Work Experience
25 years
States registered
OH

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2001-06 to Present · D&E Financial Services, Inc. · Akron, OH
  • 2012-05 to Present · Planmember Securities Corporation · Carpinteria, CA

Current employment

SEC IAPD record for Bryan Alan Hummel

Planmember Securities Corporation

Regulatory AUM
$10,120,552,229
Registered advisors
441
Offices
255
Clients per advisor
157.9 (High)
Average AUM per client
$145.3K (Low)
High-net-worth client ratio
1.3% (Low)

Planmember Securities Corporation: advisors, services and reported ETF investments

About

Bryan Alan Hummel is a financial advisor at Planmember Securities Corporation in Carpinteria, CA. Reported securities licenses include Series 65 and Series 63. The latest record indicates 18 years of industry experience and 25 years of reported work history. Reported roles include D&E Financial Services, Inc..

SEC disclosures list additional business and community activities: "1)d & E Financial Services-1270 S: Cleveland-massillon rd; Building a, suit 102, copley, ohio 44321; insurance & financial svcs; agent/rep; start date 6/01; 160 hrs/mnth & during trading; ir.

Planmember Securities Corporation's firm-level Form ADV reports 441 advisors across 255 offices; approximately 157.9 clients per advisor, average assets per client of $145,316, and regulatory AUM of $10.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Planmember Securities Corporation on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial

Location

6267 Carpinteria Avenue, Carpinteria, CA 93010

56 advisors at this office.

Planmember Securities office in Carpinteria, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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