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We provide retirement planning services to help employers attract and retain employees while staying ahead of the latest regulatory requirements and reducing administrative burdens. PlanMember Financial is a leader in retirement planning for large and small non-profit and for-profit employers. Learn more about us.
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PlanMember Securities Corporation Special Market Update The...
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The founder and CEO of PlanMember Financial Corporation, Jon...
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Securities and advisory services offered through PlanMember...
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Contact PlanMember at (800) 874-6910 to find out how we can help you plan your future, today. 1. Ranked 22nd in total revenue in Financial Planning Magazine’ 2023 IBD Elite survey for the period ending 12/31/22. 2. Ranked fifth in total k-12 plans in PLANSPONSOR’ S 2023 403 (b) survey for the period ending 12/21/22. 3.
PlanMember’s personalized service model is delivered through 50 PlanMember Financial Centers nearly 500 independent professionals across the country. With plans to grow to 80, our financial centers are structured to meet the growing retirement planning needs of our clients by providing attentive, one-on-one service, a differentiating strength fueling our growth.
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.
Jon, a financial advisor and graduate of USC, set a plan in motion to launch PlanMember Financial Corporation and give hard-working educators and individual investors better choices and excellent service for their retirement investment programs.
The founder and CEO of PlanMember Financial Corporation, Jon Ziehl’s focus is building PlanMember into a leading national brand offering employer groups and individual investors retirement and investment services. In 1992 he founded PlanMember to better meet the retirement and investment planning needs of educators and other nonprofit employees.
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We invite you to take a closer look at PlanMember. Fill out our contact form or call us at (800) 874-6910 to become a member or to learn more about becoming a partner. Please see disclosures below. Headquartered in Carpinteria, CA, PlanMember is a full-service retirement and investment firm with a focus on retirement planning.
