PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA. 

Finance

PlanMember

PlanMember's headquarters in Carpinteria, CA, United States

Jon Ziehl

Hamza Syed

Byron Bowman

Tom Nugent

Terry Janeway

This department provides strategic financial guidance and planning to clients to help them achieve their financial goals.

Financial Services

This department is responsible for managing and supporting client interactions and inquiries.

Client Services

This department focuses on analyzing business needs and requirements to drive strategic decision-making and improve operational efficiency.

Business Analysis

This department focuses on generating new business opportunities and managing client relationships to drive revenue growth.

Business Development

This department oversees overall strategic direction and decision-making for the organization.

Executive Leadership

The Leadership Team at PlanMember is responsible for setting the strategic direction and operational oversight of the company, ensuring alignment across all departments to achieve business objectives. This team, composed of top executives, drives sales, compliance, marketing, technology, and human resources initiatives, while also managing relationships with advisors and institutional partners. Their collective expertise supports the growth and stability of PlanMember’s financial services offerings and enhances the client experience across the firm’s nationwide network.

PlanMember

Org chart

Teams

Financial Services

Client Services

Business Analysis

Business Development

Executive Leadership

Leadership Team

Offices

PlanMember

Org chart

Teams

Financial Services

Client Services

Business Analysis

Business Development

Executive Leadership

Leadership Team

Offices

Related companies