Securities and advisory services offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave. Carpinteria, CA 93013 (800) 874-6910. Advisory services also offered through CS Planning Corp., an SEC registered investment advisor. PlanMember Securities Corporation is under separate ownership from any other named entity.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Privacy Disclosure | Terms of Use | Order Routing | Margin Account Disclosure | Compensation Disclosure | CCPA Request  Link | Client Relationship Summary Form (CRS)

667 Grant Road
Suite 1
East Wenatchee, WA 98802
United States

First Name
Last Name
(509) 662-5579
Toll Free
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.