PlanMember
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. Prior to this Jon Ziehl was a financial advisor at Smith Barney Harris & Upham, Inc. and at Hoenig & Co., a New York based institutional brokerage firm. Jon Ziehl earned his Bachelor of Arts degree from the University of Southern California.
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PlanMember
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.