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| PlanMember Financial Corporation |
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Overview:
PlanMember is dedicated to making a positive difference in the lives of members who trust us with their retirement assets, and in the lives of our distribution partners and employees. This philosophy guides everything we do.
It started in the early 1980s when Jon Ziehl, the founder and CEO of PlanMember, realized that educators like his father, a retired superintendent, were underserved by the investment industry. There was a significant gap in both the service quality and choice of investments for teachers.
And so Jon, a stockbroker and recent graduate of USC, began to envision a company that could bring the kind of quality investment options and attentive service – typically available to employees of large corporations – to individual investors such as educators and others. PlanMember Financial Corporation is the manifestation of this vision.
For over two decades PlanMember has strengthened and maintained its commitment to meeting the retirement plan needs of nonprofit and for-profit employers, their employees and other individual investors. Our simple 4-step Planning Process, broad investment choice, helpful advisors and knowledgeable customer service associates set the industry standard to help individuals plan for a secure retirement. We are proud to be a pioneer in the retirement planning marketplace.
Employers that join PlanMember's growing national network of plan sponsors can benefit from our expertise and gain access to the PlanMember Model Plan, a robust and turnkey retirement plan solution that meets the needs of both employers and their employees.
In addition to members and employers, PlanMember’s distribution partners are critical to our expanding presence and growing influence across the country. PlanMember Financial Centers and affiliated advisors, as well as independent PlanMember advisors across the country enjoy our commitment to sales training, business development, integrated marketing, and administrative, compliance and technology support through PlanMember’s unique Partnership for Success Program.
PlanMember currently has 18 Financial Centers in eleven states and more are planned to open between now and 2017 in specific geographic locations. Candidates selected for Financial Center expansion have the opportunity to receive generous levels of economic, training, recruiting, marketing and technical support. We are interested in talking to you and your existing group or agency to determine if the fit is right.
PlanMember Financial Corporation through its operating subsidiaries provides broker/dealer, investment advisory and administrative services. PlanMember Securities, a broker/dealer, is registered with the Securities Exchange Commission and is a member of FINRA and SIPC. Headquartered in Carpinteria, California just south of Santa Barbara, our team of over 120 employees, and more than 400 independent advisors across the country are the people of PlanMember. |
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History:
The PlanMember Story
PlanMember was founded on the belief that individual investors deserve the same level of investment expertise and service as participants in the nation’s largest investment programs.
Located in Carpinteria, California, just south of Santa Barbara, PlanMember has been helping members nationwide plan and save for a secure retirement for more than three decades, and employers provide high-quality retirement plan solutions to their employees.
PlanMember provides a broad range of investment choice designed to meet the needs of educators and nonprofit employees, as well as employees of for-profit organizations and individuals in all walks of life. With a growing national network of school districts and nonprofit employers utilizing in the PlanMember Program, more people and organizations than ever are turning to PlanMember for retirement solutions.
Once an employer installs the PlanMember Program, their employees become members and enjoy many Benefits of Membership through a simple four-step process that helps take the mystery out of retirement planning.
A registered broker/dealer and investment advisor in all 50 states, PlanMember Securities provides terrific opportunities for growth for independent advisors. With 150 home office employees in California, nearly 500 registered representatives, and regionally based Financial Centers nationwide, the time to join the PlanMember team has never been better. |
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| Toll Free:
+1 800 874 6910 |
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