Zachary Davis
Investment Adviser Representative at Planmember Securities Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Davis is an investment adviser representative with Planmember Securities Corporation in Carpinteria, CA, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PlanMember Securities CorporationAug 2025 – Aug 2026Carpinteria, CA
- Catholic MemorialSep 2016 – May 2017Waukesha, WI
- Panera BreadJun 2017 – Aug 2017Pewaukee, WI
- Catholic MemorialSep 2017 – May 2018Waukesha, WI
- Musson Brothers Inc.Jun 2018 – Aug 2018Brookfield, WI
- UW MadisonSep 2018 – May 2019Madison, WI
- Briggs and StrattonJun 2019 – Aug 2019Wauwatosa, WI
- UW MadisonSep 2019 – May 2020Madison, WI
- NA-unemployedJun 2020 – Aug 2021Madison, WI
- UW MadisonSep 2020 – May 2021Madison, WI
- Morgan Stanley-Novak Wealth ManagementJun 2021 – Aug 2021Brookfield, WI
- UW MadisonSep 2021 – May 2022Madison, WI
- Associated BankJun 2022 – Apr 2023Green Bay, WI
- Associated BankApr 2023 – Jul 2025Milwaukee, WI
- DoordashJun 2021 – Aug 2021Pewaukee, WI
- Northbound Financial ServicesAug 2026 – no end date reportedWaukesha, WI
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Planmember Securities Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $100
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and retirement savings services for individuals, retirement plan management for employers and unions, business growth support and guidance for distribution partners, and employee education and engagement resources.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 438
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Carpinteria, CA
- SEC file number:
- 801-39177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Planmember Securities Corporation
Showing 12 of 438 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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