Welcome to Pension Planners

Welcome to Pension Planners Securities, Inc. and Pension Planners Insurance Services, Inc. PPSI is a Broker-run operation, where even the most minute detail is seen through the Representatives’ eyes. More +

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About PPSI

Say goodbye to alienation and Hello to hospitality.

Become a PPSI Rep

Joining PPSI is becoming part of a partnership committed to your success.

Become Independent

Going independent is an exciting journey that PPSI will help you through.

Our Clearing Firm

PPSI has all of the clearing house tools you need for success.

Our Technology

PPSI is on the cutting edge of technology, moving forward constantly.

Rep Testimonials

The best way to learn about a b/d is through the words of its Representatives.

Request Information

We want to tell you more about how we can enhance your business.

For Investors

Your goals inspire our Representatives’ advice.

Questions About Investing

Answers to your most frequently asked questions.

Products and Services

Our Representatives have the experience and financial products to serve you best.

Investor Connect

RBC Dain clients log on for account information.

Contact an Advisor

Let us know how we can best serve you.

Broker/Dealer approved states: Arizona, California, Colorado, Connecticut, Washington DC, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.

Insurance Firm licenses: Arizona, California (0723059), Colorado (NPA00111037), Connecticut, Washington DC, Florida (A251223), Idaho, Illinois , Indiana, Maryland, Michigan, Missouri (AG11041), Nevada (22359) , New Mexico (550992), New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.

Registered Investment Advisor approved states: Arizona, California, Hawaii, Indiana, Louisiana, Maryland, Nevada, New Mexico, Oregon, Tennessee, Utah, Washington DC, and Wisconsin.
Member of: Financial Industry Regulatory Authority (F.I.N.R.A.), S.I.P.C.

Pension Planners Disclosures