William Blair & Company
47yrs
Top advisor by experience in Illinois
43yrs
Robert Malek
Financial advisor at Planmember Securities
Robert Malek is a fiduciary financial advisor in Chicago, Illinois, with 43 years in the industry. Robert joined Planmember Securities in 2024, after 11 years at Cambridge Investment Research Advisors and a year at Lawing Financial. Planmember Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience at Planmember Securities
Office5901 N. Cicero Ave, Suite 507, Chicago, IL 60646
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$132,363
Advisors at the firm442
States licensed ?1 state
Services through Planmember Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowPlanmember Securities CorporationCurrent firm
- 2013 – 2024
- Jul 2012 – Sep 2013Lawing Financial Inc.Previously
- 2006 – 2012Voya Financial Advisors, Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Planmember Securities at (805) 684-1199 and ask for Robert Malek. Robert works from the Chicago, IL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1983, about 43 years. Top 1% by experience at Planmember Securities.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Planmember Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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