Planmember
From Wikipedia, the free encyclopedia
Carpinteria, California
| Company type | Private |
|---|---|
| Industry | Financial services |
| Founded | 1982 |
| Headquarters | Carpinteria, California, United States, 6187 Carpinteria Ave , Carpinteria, California |
Area served | United States |
Key people | Jon Ziehl, President & CEO |
| Revenue |  US$ $143.0 million (2021) |
| Website | www |
PlanMember Securities Corporation (commonly referred to as PlanMember) was founded in 1982[1][2] and is considered one of the 25 largest independent broker-dealers.[3] As of 2020, the company had more than 479 financial advisors,[4] over $14 billion in advisory & brokerage assets,[5] and generated approximately $143.0 million in annual revenue for the 2021 fiscal year.[2]
PlanMember Financial was formed in 1982 to provide educators with the level of service and investment choices available to many corporate retirement plan employees.[6] The company has expanded its financial services through 40 US-based financial centers and 480 independent financial advisors.[7] PlanMember is headquartered in Carpinteria, CA.
PlanMember's subsidiaries are PlanMember Services, PlanMember Services, PlanMember Financial Corporation, and PSC Insurance Marketing Corporation.[8]