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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

Timothy Keith Kadlec

Advisor at PLANMEMBER SECURITIES CORPORATION

Spokane, WA | Carpinteria, CA | PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:440ebda3-4620-4e35-953b-935a293f0cbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PLANMEMBER SECURITIES CORPORATION
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 10, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 2
Exams: S66|S63
First exam: Apr 10, 1999
First registration: Mar 16, 2005
Dual registered: yes, broker-dealer
Other names: TIMOTHY KADLEC
IAPD individual key: 3127749

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CS PLANNING CORP	Independent wealth	Mar 20, 2023	n/a	yes	Spokane, WA\|PORTLAND, OR	Current employment
PLANMEMBER SECURITIES CORPORATION	Independent wealth	May 1, 2018	n/a	yes	Carpinteria, CA\|Spokane, WA	Current employment
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 3, 2011	Apr 30, 2018	no	PORTLAND, OR\|IRVINE, CA\|SPOKANE, WA\|TACOMA, WA	Previous registration
VOYA FINANCIAL PARTNERS, LLC	Former SEC adviser	Mar 16, 2005	Jan 3, 2011	no	WINDSOR, CT\|PORTLAND, OR\|MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VOYA FINANCIAL ADVISORS, INC.	PLANMEMBER SECURITIES CORPORATION	Apr 30, 2018	May 1, 2018	1	Firm change	Ibd to RIA
VOYA FINANCIAL PARTNERS, LLC	VOYA FINANCIAL ADVISORS, INC.	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CS PLANNING CORPRegistered adviserregistration: current employment
Mar 20, 2023 to presentfactForm ADV
→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: current employment
May 1, 2018 to presentfactForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 3, 2011 to Apr 30, 2018factForm ADV
→ VOYA FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 16, 2005 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:440ebda3-4620-4e35-953b-935a293f0cbf
First observed: Mar 16, 2005
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Timothy Keith Kadlec

Advisor at PLANMEMBER SECURITIES CORPORATION

Spokane, WA | Carpinteria, CA | PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:440ebda3-4620-4e35-953b-935a293f0cbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CS PLANNING CORP

Independent wealth

Mar 20, 2023

n/a

yes

Spokane, WA|PORTLAND, OR

Current employment

PLANMEMBER SECURITIES CORPORATION

Independent wealth

May 1, 2018

n/a

yes

Carpinteria, CA|Spokane, WA

Current employment

VOYA FINANCIAL ADVISORS, INC.

Bd affiliated wealth

Jan 3, 2011

Apr 30, 2018

PORTLAND, OR|IRVINE, CA|SPOKANE, WA|TACOMA, WA

Previous registration

VOYA FINANCIAL PARTNERS, LLC

Former SEC adviser

Mar 16, 2005

Jan 3, 2011

WINDSOR, CT|PORTLAND, OR|MILWAUKEE, WI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

VOYA FINANCIAL ADVISORS, INC.

PLANMEMBER SECURITIES CORPORATION

Apr 30, 2018

May 1, 2018

Firm change

Ibd to RIA

VOYA FINANCIAL PARTNERS, LLC

VOYA FINANCIAL ADVISORS, INC.

Jan 3, 2011

Bulk transfer

Other