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 advisors 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 Model Plan and our full product spectrum. Discover why producer groups and advisors around the country are making the move to PlanMember. 

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In their own words

PlanMember Video Presentation

Advisors talk about why they joined PlanMember.


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Call (800) 874-6910
Wesley Dickerson ext. 2556
Recruiting Coordinator Kevin Twohy ext. 2209
Western Region Mike Kulesza ext. 2220
Eastern Region Peter Sharpe ext. 2550
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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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