PlanMember Financial Corporation

  • Financial Services
6187 Carpinteria Ave.
Carpinteria, CA 93013
(805) 684-1199 x 2200
  • About

    PlanMember Financial Corporation is a financial services firm that provides retirement plan sponsors and participants with unparalleled service and a diverse platform of investment and annuity solutions. PlanMember is committed to helping meet the retirement needs of individual investors and employer groups nationwide.
    Company Profile:
    -Headquartered in Carpinteria, CA with more han 155 corporate employees
    -Broker/Dealer, Registered Investment Advisor and insurance licensed in all 50 states
    -Nearly 500 representatives and 31 regionally-based Financial Center locations
    -Offers the PlanMember Program, a fully integrated retirement planning, investment and annuity solution to help individuals achieve a financially secure retirement
    -Four operating subsidiaries: PlanMember Securities CorporationTM, PlanMember Services Corporation TM, PSC Insurance Marketing Corporation TM, PlanMember Asset Management Corporation TM
    -More than 195,000 member accouts and over $11 billion in broker/dealer assets
    -PlanMember Educational Services provides financial education via study hall subject meetings, workshops and online Retirement Academy

    ''Through our Partnership for Success Program, PlanMember offers employer group and plan participatnts state-of-the-art retirement investments through a national network of regionally-based Financial Centers and trusted financial professionals.''
    -Jon Ziehl, President, CEO and Company Founder

    Read more on our website