PlanMember
Steve Hanson leads PlanMember’s strategic corporate initiatives and manages the development and maintenance of the PlanMember product platform. Steve has spent his entire career in the financial services industry and has been with PlanMember since 1995. Prior to taking on his current role, he worked as a business systems analyst and as an operations manager. Steve earned his Bachelor of Arts degree in Economics from the University of Washington and his MBA from the University of Washington’s Foster School of Business. He holds his series 7 and 65 securities licenses.
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.