Pmg Securities Corporation (Elgin)


Pmg Securities Corporation is a pension cosultant based in Elgin. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Colorado, and 25 other states.

Logo

Pmg Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, security ratings or pricing services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pmg Securities Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pmg Securities Corporation

George Michael Vlaisavljevich has been acting as President since 1 Apr 2000. Paul Kevin Miller joined the executive team most recently as the Chief Compliance Officer Ria.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Robert Walter Hock Srop, crop, senior vice pres. of sales 1 May 1990 Other 1835457
Barry Richard Rittman Finop, vp 1 Jul 1996 Other 1997994
Laura Jeanette Cognetti Vice president, chief compliance officer 1 Jul 1997 Other 1769643
Walter Leo Jr Mcbay Senior vice pres., chief operating officer 1 Apr 2000 Other 1714999
David Scott Jorgensen Vice president and treasurer 1 Apr 2000 Other xxx-xx-xxxx
Kemper Investors Life Insurance Company Shareholder 1 Apr 2000 75% - 100% 36-3050975
Debra P Rezabek Secretary 1 Apr 2000 Other 2405688
Michael Emmett Scherrman President and director 1 Apr 2000 Other 1140628
George Michael Vlaisavljevich Director 1 Apr 2000 Other 455188
Allen Ralph Reed Assistant secretary 1 Apr 2000 Other xxx-xx-xxxx
Gale Kirby Tureff Chairman/director 1 Apr 2000 Other 1065607
Thomas Kevin Walsh Assistant vice president 1 Jun 2000 Other 1702424
Lawrence James Debnar Financial and operations principal 1 Jun 2003 Other 3110005
Inc Banc One Insurance Holdings Holding company 1 Sep 2003 75% - 100% 37-1438113
Bryan Dale Pfister Vice president 1 Jan 2004 Other 2166617
James Lacy Harlin Chairman 1 Jan 2004 Other xxx-xx-xxxx
Jeffrey Allen Worf Secretary/chief compliance officer 1 Jan 2004 Other 1416591
Frank Joseph Jr Julian Assistant secretary 1 Jan 2004 Other xxx-xx-xxxx
Jamie L Riesterer Chief financial officer 1 Jan 2004 Other xxx-xx-xxxx
Kenneth Niels Olson Director 1 Apr 2004 Other 1795607
Paul Kevin Miller Chief compliance officer ria 1 Oct 2004 Other 1159425

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Allied Zurich Plc ("Az") Shareholder 1 Apr 2000 25% - 50% n/a
Kemper Corporation Shareholder 1 Apr 2000 75% - 100% 36-6169781
Zurich Allied Ag Shareholder 1 Apr 2000 50% - 75% n/a
Zurich Financial Services Group Shareholder 1 Apr 2000 75% - 100% n/a
Zurich Holding Company Of America Shareholder 1 Apr 2000 75% - 100% 36-3096373
Switzerland) Zurich Insurance Company (Zurich Shareholder 1 Apr 2000 75% - 100% 36-1999760
Zurich Group Holding ("Zgh") Shareholder 1 Jan 2001 75% - 100%
Banc One Corporation Bank 1 Aug 2003 25% - 50% 31-0738296
J.P. Morgan Chase & Co. Indirect parent 1 Jul 2004 75% - 100% 13-2624428

Based in Elgin

The principal office where Pmg Securities Corporation performs its advisory services is located at 2500 Westfield Drive, Elgin, IL 60123, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800 463-7642 or by fax 847 874-5622. The normal business hours are 8:00am 5:00pm on Monday - Friday. You can find more information about the New York firm at pmgsecurities.com.