MG
Michael D. Greenlund
PLANMEMBER SECURITIES
Grandville, MI 49418
Some features on this profile are disabled
CRD#: 7987293
MG
Michael D. GreenlundPLANMEMBER SECURITIES
Professional summary
Michael D. Greenlund, who also goes by Michael David Greenlund, Michael Greenlund, is a registered financial professional currently at PLANMEMBER SECURITIES CORPORATION located in Grandville, Michigan.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2024. Michael has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.
Aliases
Michael David Greenlund | Michael Greenlund
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Williams & Co dba Williams and Company Financial Services-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities & insurance advice, sales & svcs; Financial Advisor; Start date 7/2026; 156 hrs/mnth; 145 hrs/mnth during trading. 2) Michael David Greenlund (self-employed)-107 E. 35th St., Holland, MI 49423; Investment related; insurance sales & svcs; Insurance Agent; Start date 1/2025; 20 hrs/mnth & during trading. 3) Michael David Greenlund (self-employed)-107 E. 35th St., Holland, MI 49423; Noninvestment related; Own & operate a direct mail advertising business that sells advertising space on postcard mailers to local households, the business promotes local businesses; Owner/Operator; Start date 7/2026; 5 hrs/mnth; 0 hr/mnth during trading.
CRS (Client Relationship Summary) - BD
Click below to view Michael D. Greenlund's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 3, 2026 - Present
PLANMEMBER SECURITIES CORPORATION
Office #1: 3121 Macatawa Dr. Sw, Grandville, MI 49418RIA
BD
CRD#: 11869
Grandville, MI
Past
March 27, 2026 - August 3, 2026
THATCHER WEALTH MANAGEMENT
RIA
CRD#: 340188
GRAND RAPIDS, MI
Past
September 19, 2024 - July 6, 2026
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Grand Rapids, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PS
PLANMEMBER SECURITIES CORPORATION
INVESTORS RETIREMENT & MANAGEMENT CORPORATION | PLANMEMBER SECURITIES CORPORATION | IRM DISTRIBUTORS, INC.
CRD#: 11869 / SEC#: 801-39177, 8-25065
RIA
Registered Investment Advisory firm - SEC (6/27/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 8/1/2026
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PS
PLANMEMBER SECURITIES CORPORATION
INVESTORS RETIREMENT & MANAGEMENT CORPORATION | PLANMEMBER SECURITIES CORPORATION | IRM DISTRIBUTORS, INC.
CRD#: 11869 / SEC#: 801-39177, 8-25065
RIA
Registered Investment Advisory firm - SEC (6/27/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Loading...
Contact information
Main Address
6187 Carpinteria Avenue, Carpinteria, CA 93013
Mailing Address
6187 Carpinteria Avenue, Carpinteria, CA 93013-2060
Phone number
(805) 684-1199
Established
California since 03/12/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
432
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PLANMEMBER FINANCIAL CORPORATION | OWNER | |
| BOWMAN, BYRON FRANCIS | CHIEF LEGAL OFFICER & SECRETARY | 2673117 |
| HALEY, SEAN PATRICK | CHIEF COMPLIANCE OFFICER | 2837579 |
| HANSON, STEVEN R | CHIEF FINANCIAL OFFICER / FINOPS | 4854600 |
| JANEWAY, TERRALL JOSEPH | EVP/CHIEF OPERATING OFFICER | 2947154 |
| ZIEHL, JON MICHAEL | PRESIDENT | 707642 |
Regulatory assets under management
| Total Number of Accounts | 68,978 |
| AUM (Assets Under Management) | $ 9,035,509,268 |
Disclosures
| Regulatory Event | 5 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PLANMEMBER SECURITIES CORPORATION
CRD#: 11869Grandville, MI 49418TRUST BUT VERIFY
Monitor Michael Greenlund
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
