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PlanMember

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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... Read more

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Headquarters

Carpinteria, United States

Employees

Links

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Chief Executive Officer

Jon Ziehl

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Executive Vice President, Chief Operating Officer

Senior Vice President, Sales & Distribution

Executive Vice President, Chief Investment Officer

Senior Vice President, Institutional Retirement Services

Senior Vice President, General Counsel

Jennifer Brittingham

Senior Vice President, Retail Services

Chief Technology Officer

Vice President, Chief Compliance Officer

First Vice President, Strategic & Product Development

Vice President, Marketing

Angel C. Sugleris

Vice President, Human Resources Administration & Facilities

VP / Controller

Teams

Sales and Business Development Team

22 members

Leadership Team

12 members

Marketing

8 members

Technology

7 members

Human Resources and Training

5 members

Compliance Team

4 members

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