We Help Navigate the Future: A 4-Step Plan for Success
Our Story

Retirement dreams belong to everyone

That’s the PlanMember story.

PlanMember is dedicated to making a positive difference in the lives of members who trust us with their retirement assets, and in the lives of our distribution partners and employees. This philosophy guides everything we do.

It started in the early 1980s when Jon Ziehl, the founder and CEO of PlanMember, realized that educators like his father, a retired superintendent, were underserved by the investment industry. There was a significant gap in both the service quality and choice of investments for teachers.

And so Jon, a stockbroker and graduate of USC, began to envision a company that could bring the kind of quality investment options and attentive service – typically available to employees of large corporations – to individual investors such as educators and others. PlanMember Financial Corporation is the manifestation of this vision.

For more than two decades PlanMember has strengthened and maintained its commitment to meeting the retirement plan needs of nonprofit and for-profit employers, their employees and other individual investors. Our simple four-step planning process, broad investment choice, helpful advisors and knowledgeable customer service associates set the industry standard to help individuals plan for a secure retirement. We are proud to be a pioneer in the retirement planning marketplace.

Employers that join PlanMember's growing national network of plan sponsors can benefit from our expertise and gain access to the PlanMember Services Program, a robust and turnkey retirement plan solution that meets the needs of both employers and their employees.

In addition to members and employers, PlanMember’s distribution partners are critical to our expanding presence and growing influence across the country. PlanMember Financial Centers and affiliated advisors, as well as independent PlanMember representatives across the country enjoy our commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through PlanMember’s unique Partnership for Success Program.

PlanMember currently has 28 Financial Centers in seventeen states with the intent to open 80 locations between now and 2017 in specific geographic locations. Candidates selected for Financial Center expansion have the opportunity to receive generous levels of economic, training, recruiting, marketing and technical support. We are interested in talking to you and your existing group or agency to determine if the fit is right.

PlanMember Financial Corporation through its operating subsidiaries provides broker/dealer, investment advisory and administrative services. PlanMember Securities, a broker/dealer, is registered with the Securities Exchange Commission and is a member of FINRA and SIPC. Headquartered in Carpinteria, California just south of Santa Barbara, our team of over 140 employees, and nearly 500 independent representatives across the country are the people of PlanMember.

PlanMember invites you to learn more by contacting us at (800) 874-6910.

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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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