Discover how PlanMember can help build your business

In the investment business, you need a power partner that knows the market

PlanMember has new opportunities for independent producer groups and financial professionals that could help take your business to the next level. We can open up new markets through our growing national distribution network for the PlanMember Program and our full product spectrum. Discover why producer groups and financial professionals around the country are making the move to PlanMember. 


In their own words

PlanMember Video Presentation

Advisors talk about why they joined PlanMember.

PlanMember financial professionals

Start the Conversation

Call (800) 874-6910
Western RegionKevin Twohy ext. 2209
Eastern RegionMike Kulesza ext. 2220
Join a Financial Center Peter Sharpe ext. 2550
Wesley Dickerson ext. 2556

Securities and advisory services offered through PlanMember Securities Corporation
A registered broker/dealer, investment advisor and member FINRA / SIPC
6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
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