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November 1, 2017

PlanMember Securities Among Top 10 in FP50 2017 Growth Survey
Carpinteria, CA—In its annual measure of the biggest independent broker/dealers, Financial Planning magazine placed PlanMember Securities in several top rankings, including fee-based mix, revenue growth, percentage increase in client account assets and corporate staff for the period ending December 31, 2016.......................................................................................................[ READ MORE ]

October 23, 2017

PlanMember Ranks in Top 10 in PlanSponsor’s 2017 403(b)/457(b) Buyer’s Guide
Carpinteria, CA—PlanSponsor Magazine’s 2017 bi-annual 403(b) Buyer’s Guide ranks PlanMember Services Corporation, the California-based provider of 403(b), 457(b), and 401(k) plans, second among national 403(b) providers in the number of new 403(b) plans added in 2016 and seventh in the total number of plans in the K-12 market. Its number two place ranking was behind USI Consulting Group. Following behind PlanMember were AXA, Principal Financial Group, Mutual of America rounding out the top five. The Buyer’s Guide was published October 23, 2017 for data collected for growth of 403(b) plans in the 2016 calendar year and for data collected through June 30, 2017 on total number of 403(b) K-12 plans........................................................................................[ READ MORE ]

September 29, 2017

Isaac Hutchison Joins PlanMember’s Old Dominion Insurance & Investments, Inc.
Winchester, VA—S. Bruce Allen, president of Old Dominion Insurance & Investments, Inc. in Winchester, Va., is proud to announce the addition of Isaac Hutchison as a financial advisor. Old Dominion, a Financial Center for PlanMember Financial Corporation, provides retirement investment planning and education for K-12 educators and employees of nonprofits and for-profit organizations in Winchester and the surrounding Shenandoah Valley area.........................[ READ MORE ]

September 6, 2017

PlanMember Nominates 18 Advisors for 2018 NTSA Elite Advisor Award
Carpinteria, CA—PlanMember Securities Corporation has nominated 18 financial professionals for the prestigious 2018 Elite Advisor Award, an annual recognition of excellence in the 403(b) and 457(b) retirement industry, sponsored by the National Tax-Deferred Savings Association (NTSA). The NTSA Elite Advisor Award honors its members who have helped shape best practices in serving clients and acknowledges their own specific accomplishments and contributions...................[ READ MORE ]

August 18, 2017

Lindsey James-West Receives First “Making a Positive Difference” Award
Houston, TX—Lindsey James-West, a managing partner and financial planner with LKJ Financial in Houston, is the recipient of the first annual “Making a Positive Difference Award” for her work with Casa de Esperanza de los Niños in Houston. The honor was conferred by PlanMember Financial Corporation, a national retirement planning company. Casa de Esperanza will receive a $1,000 gift from PlanMember in Lindsey’s name...................................................................[ READ MORE ]

August 3, 2017

Teachers Tax Service Opens PlanMember Financial Center in Rancho Mirage, California
Robert Torrie and John Urrutia of Teachers Tax Service, Rancho Mirage, Calif., announce their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of non-profits in the Coachella Valley area................................................................... [ READ MORE ]

July 18, 2017

Mike and Toni Whaley Receive 2017 Best of Columbia Award
Paladin Advisor Group, a PlanMember Financial Center in Columbia, MD owned by Mike and Toni Whaley, has been selected for the 2017 Best of Columbia Award in the financial category by the Columbia Award Program........................................................................................... [ READ MORE ]

May 22, 2017

DonAlexis Joins Birmingham’s PlanMember Financial Center as Advisor
Birmingham, AL—Innovative Financial Solutions (IFS), a PlanMember Financial Center serving educators, nonprofits, business owners, and individuals in Alabama, is pleased to welcome Ricardo DonAlexis as its newest Financial Center advisor..................................................... [ READ MORE ]

April 13, 2017

United Financial NW and PlanMember Open Financial Center in Portland
Portland, OR—Jim Mustard and Nick Hankerson, partners of United Financial NW in Portland, announce their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in Portland and the surrounding metropolitan area......................................................................................................................... [ READ MORE ]

March 31, 2017

Edward Bondy Joins PlanMember as Regional Vice President for Partner Development
Carpinteria, CA—PlanMember is pleased to announce that Edward A. Bondy has joined PlanMember Financial Corporation as Regional Vice President for Partner Development. He will join the team responsible for recruiting new Financial Center owners and new advisors for existing Financial Centers. ................................................................................................................................. [ READ MORE ]

February 7, 2017

Michelle Carter Joins PlanMember Financial Center Williams & Co. as Advisor
Grandville, MI—Williams & Co., a PlanMember Financial Center serving educators in Michigan, Illinois, Nevada, Texas and Oklahoma, is pleased to welcome Michelle Carter as its newest Michigan-based Financial Center advisor.............................................................................................. [ READ MORE ]

January 27, 2017

PlanMember’s Chad Hufford Receives NTSA’s Elite Advisor Award
Chad Hufford, a PlanMember Financial Center advisor and president of Veritas Wealth Management in Anchorage, Alaska, has received the 2017 Elite Advisor Award from the National Tax-Deferred Savings Association (NTSA)....................................................................................................... [ READ MORE ]

January 19, 2017

Frayler Named One of Long Island’s “40 Under 40”
Scott M. Frayler, chief operating officer of Mutual Inc., a PlanMember Financial Center in Farmingville, N.Y., has been named one of 2017’s “40 Under 40,” an annual honor conferred by the Long Island Business News (LIBN) since 1998. He received the award at a ceremony held on January 19.................................................................................................................................. [ READ MORE ]

January 17, 2017

PlanMember’s Chad Hufford is a Finalist for 2017 Elite Advisor Award
Chad Hufford, a PlanMember advisor with Veritas Wealth Management in Anchorage, Alaska, has been nominated as a finalist for the 2017 Elite Advisor Award, an annual recognition of excellence in the 403(b) and 457(b) retirement industry. The 2017 award, sponsored by the National Tax-Deferred Savings Association (NTSA), will be conferred at NTSA’s 403(b) Masters Summit on January 27 in Carefree, Arizona....................................................................................................................... [ READ MORE ]

December 29, 2016

Rich Williams is Chamber’s Business Person of the Year
Grandville, Michigan—Rich Williams, president and CEO of Williams & Company, a PlanMember Financial Center, has been named Businessperson of the Year by the Grandville-Jenison Chamber of Commerce for founding the University of Giving................................................................ [ READ MORE ]

December 14, 2016

Four PlanMember Advisors Nominated for 2017 NTSA Elite Advisor Award
(Carpinteria, CA) - Four financial professionals for PlanMember Securities Corporation have been announced as semi-finalists for the 2017 prestigious Elite Advisor Award, an annual recognition of excellence in the 403(b) and 457(b) retirement industry, sponsored by the National Tax-Deferred Savings Association (NTSA).......................................................................................................... [ READ MORE ]

December 14, 2016

Marc Zimmerman Joins Long Island’s PlanMember Financial Center as Advisor
(Farmingville, NY) - Mutual, Inc., a PlanMember Financial Center serving Long Island and all of the Metropolitan area, is pleased to welcome Marc Zimmerman as its newest Financial Center advisor.................................................................................................................................................. [ READ MORE ]

November 29, 2016

PlanMember Services Chooses FolioDynamix for technology, trading support
(New York, NY) - Retirement-services provider will leverage proposal generation and trading tools to empower a nationwide network of advisors................................................................................................................................. [ READ MORE ]

September 1, 2016

Rick Deich Joins Wenatchee’s PlanMember Financial Center as Advisor
(Wenatchee, WA) - Financial Alternatives, a PlanMember Financial Center serving Wenatchee and all Central and Eastern Washington, is pleased to welcome Rick Deich as its newest Financial Center Advisor...................................................................................................................................[ READ MORE ]

June 24, 2016

PlanMember Ranked Number 1 for 10 out of 12 Years for Fee-Based Revenues
(Carpinteria, CA) - The June 2016 issue of Financial Planning magazine shows that PlanMember ranks as number 2 independent broker dealer for fee-based revenues as a percentage of total revenues at 63.0% for the period ending 12/31/15.........................................................................................[ READ MORE ]

June 21, 2016

Dutkiewicz and Titone affiliate with PlanMember
(Carpinteria, CA) - PlanMember is pleased to announce an affiliation with Mat Dutkiewicz and Pete Titone and their newly formed organization, EnPact Associates, LLC. EnPact Associates will work with PlanMember as an independent entity. They will help us develop our newly formed business partnership with the Association of Educational Service Agencies (AESA).......................................[ READ MORE ]

June 20, 2016

PlanMember Makes Financial Times 2016 Top 300 Again
(Carpinteria, CA) - PlanMember Securities Corporation has been named to the third edition of the Financial Times Top 300 Registered Investment Advisers List. The honor places PlanMember in impressive company.....................................................................................................[ READ MORE ]

May 1, 2016

PlanMember Becomes AESA National Business Partner
(Carpinteria, CA) - PlanMember Financial Corporation has entered into a national Business Partnership with the Association of Educational Service Agencies (AESA). AESA is the national professional organization serving 553 Educational Service Agencies (ESAs) with over 100,000 ESA employees in 44 states............................................................................................................................[ READ MORE ]

March 10, 2016

Michigan Retirement Advisor Rich Williams Testifies in Favor of Employee Choice
(Lansing, Mi) - Michigan teachers should have the right to save for retirement with the provider and advisor of their choice, according to a bill currently before the Michigan House of Representatives. HB 4338, on which the House Committee on Financial Liability Reform heard testimony yesterday, would permit alternate providers in the state 457(b) plan to break the current single-provider monopoly. The expectation is that matching contributions to the hybrid defined contribution plan will include local choice of providers....................................................................................................[ READ MORE ]

March 3, 2016

Michael Martindale of Haven Financial Group Opens PlanMember Financial
Center in Salem

(Salem, OR) - Michael Martindale of Haven Financial Group, Salem, announces his affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in Salem, Bend, Corvallis, and Eugene...........................................................................[ READ MORE ]

February 17, 2016

PlanMember Financial Corporation and Williams & Company enter into Financial Center Marketing and Distribution Alliance
(Grandville, MI) - PlanMember Financial Corporation is pleased to announce a Financial Center marketing and distribution alliance with Grandville, Michigan-based Williams & Company. PlanMember Securities Corporation will become the Broker/Dealer and Registered Investment Advisor for Williams & Company’s advisors. The alliance will harness the strategic growth opportunity available with Williams & Company in Michigan, Illinois, Nevada, Texas and Oklahoma.................................[ READ MORE ]

January 28, 2016

PlanMember’s Martin Arinaga Wins 2016 Elite Advisor Award
(Mililani, HI) - Martin Arinaga, CFP, ChFC, a PlanMember advisor with the Chinen&Arinaga Financial Group, has received the third annual Elite Advisor Award, an annual recognition of excellence in the 403(b) and 457(b) retirement industry from the National Tax-Deferred Savings Association (NTSA). Arinaga was one of six winners, chosen from nine finalists and nearly 50 entries.........[ READ MORE ]

October 6, 2015

PlanMember Financial Corporation and Interpacific Investors Services enter into National Marketing and Distribution Alliance
(Carpinteria, CA) - PlanMember Financial Corporation is pleased to announce a national marketing and distribution alliance with Seattle, Washington based Interpacific Investors Services, Inc. (IIS). The alliance will include PlanMember becoming the Broker/Dealer and Registered Investment Advisor for Interpacific Advisors and harnessing the strategic growth opportunity available through the alliance.......................................................................................................................[ READ MORE ]

September 10, 2016

2015 Enrollment is Now Open for Leeds’ Retirement Academy
(Brimingham, AL) - Leeds City School district has introduced a new online tool to help get their employees started on planning for their own retirement. It’s called Retirement Academy, provided and powered by PlanMember Educational Services, Leeds City School’s financial services marketing partner, and supported by Innovative Financial Solutions, PlanMember’s local Financial Center in Birmingham..............................................................................................................[ READ MORE ]

September 1, 2015...

PlanMember Ranks in Top 10 in PlanSponsor’s 2015 403(b)/457(b) Buyer’s Guide
(Carpinteria, CA) - PlanSponsor Magazine’s 2015 annual 403(b) Buyer’s Guide ranks PlanMember Services Corporation, the California-based provider of 403(b), 457(b), and 401(k) plans, second among national 403(b) providers in the number of new plans added in 2014 and ninth in the total number of plans in the K-12 market..............................................................................................[ READ MORE ]

July 20, 2015

New Heights of Professionalism at NTSA 403(b) Summit
(Nashville, TN) - The mark of a true professional is the determination to take your practice to the next level. One surefire step toward that goal is membership in the National Tax-Deferred Accounts Association (NTSA) and attendance at its annual NTSA 403(b) Summit. ......................[ READ MORE ]

July 6, 2015

PlanMember’s Lyle Uyeda Receives NTSA’s Elite Advisor Award
(Mililani, HI) - Lyle Uyeda, a PlanMember Financial Center advisor and vice president of the Chinen&Arinaga Financial Group in Mililani, HI., has received the 2015 Elite Advisor Award from the National Tax-Deferred Savings Association (NTSA). Five 2015 Elite Advisors were selected from a group of 30 semi-finalists and 10 finalists...............................................................................[ READ MORE ]

June 15, 2015

PlanMember Ranked Number 1 for 10 out of 11 Years for Fee-Based Revenues
(Carpinteria, CA) - The June 2015 issue of Financial Planning magazine shows that PlanMember ranks as number 1 independent broker dealer for fee-based revenues as a percentage of total revenues at 58.3% for the period ending 12/31/14......................................................................................[ READ MORE ]

June 1, 2015

PlanMember Securities Ranks Among Top 10 in FP50 2015 Growth Survey
(Carpinteria, CA) - In its annual measure of how national broker/dealers are doing, Financial Planning magazine placed PlanMember Securities at No. 7 among the fastest-growing independent B/Ds from 2013 to 2014...............................................................................................................[ READ MORE ]

April 20, 2015

Washington County Public Schools Hires PlanMember Services
(Hagerstown, MD) - Washington County Public Schools (WCPS) has enlisted nationally renowned PlanMember Services Corporation and its Columbia-based Financial Center, Paladin Advisor Group, to provide a comprehensive array of supplemental 403(b) products and services to help WCPS employees plan for retirement...................................................................................................[ READ MORE ]

April 1, 2015

Veritas Wealth Management Opens PlanMember Financial Center in Anchorage
(Carpinteria, CA) - Chad Hufford of Veritas Wealth Management, Anchorage, announces his affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in the state of Alaska......................................................................................................[ READ MORE ]

February 2, 2015

Russ Childs Joins PlanMember as Director PlanMember Insurance
(Carpinteria, CA) - PlanMember is pleased to announce that Russ Childs joins PlanMember Financial Corporation as Director of PlanMember Insurance effective February 2015...............[READ MORE]

January 5, 2015

Shane Hall Financial Opens PlanMember Financial Center in Amarillo
(Amarillo, TX) - Shane Hall of Shane Hall Financial, Amarillo, announces his affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in the West Texas Region.................................................................................................[ READ MORE ]

November 15, 2014

PlanMember Ranks in Top 10 in PlanSponsor’s 2014 Buyer’s Guide
(Carpinteria, CA) - PlanMember Services Corporation, the California-based provider of 403(b), 457(b), and 401(k) plans, ranks fourth among national 403(b) providers in the number of new plans added in 2013 and seventh in the total number of plans in the K-12 market. Its number four place ranking was six plans short of number two ranking behind Great West, Security Benefit, and Principal Financial Group. With the addition of PlanMember’s national marketing alliance with AXA, allowing PlanMember to offer its 403(b) platform through AXA’s K-12 pay slots, the two companies’s combined footprint ranks as number two behind ING/Voya.......................................................................................[ READ MORE ]

October 6, 2014

Elite Plus Financial Opens PlanMember Financial Center in Corpus Christi
(Corpus Christi, TX) - Jim Freeman and Robert Voyles of Elite Plus Financial, Corpus Christi, announce their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in the Corpus Christi area.............................................................................[ READ MORE ]

May 12, 2014

Innovative Financial Solutions Opens PlanMember Financial Center in Birmingham
(Birmingham, AL) - Martin Adams and Geoff Haynes, partners of Innovative Financial Solutions, Inc. (IFS) in Birmingham, Alabama., announce their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in Birmingham and the surrounding metropolitan area...........................................................................................................[ READ MORE ]

May 12, 2014

Infinite Wealth Planners Opens PlanMember Financial Center in Houston
(Houston, TX) - Richard Becker and Graham Clement of Texas Infinite Wealth Planners, Houston, announce their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in the greater Houston area....................................................[ READ MORE ]

July 16, 2014

Ed Brown and PlanMember Open Financial Center in Austin
(Austin, TX) - Ed Brown, president of the VF Advisor Group in Austin, Texas, is proud to announce his new affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, providing an expanded array of retirement investment planning and financial education opportunities for educators and employees of nonprofits in Austin and across the country......................[ READ MORE ]

July 1, 2014

Bruce Allen and PlanMember Open Financial Center in Winchester
(Winchester, VA) - S. Bruce Allen, president of Old Dominion Insurance & Investments, Inc. in Winchester, Virginia., is proud to announce his new affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, providing an expanded array of retirement investment planning and financial education opportunities for educators and employees of nonprofits in Winchester and the surrounding Shenandoah Valley area...........................................................................[ READ MORE ]

June 26, 2014

PlanMember in Financial Times Top 300
(Carpinteria, CA) - PlanMember Securities Corporation has been named to the inaugural 2014 Financial Times Top 300 Registered Investment Advisers List. The honor places PlanMember in impressive company; the average FT 300 practice manages more than $2.5 billion in AUM and serves 3,000+ clients. With $3.2 billion in RIA AUM ($6 billion in B/D assets) and more than 120,000 customer accounts, PlanMember stands well above the average...................................................[ READ MORE ]

June 16, 2014

PlanMember Ranked #2 for Fee-Based Revenues
(Carpinteria, CA) - The June 2014 issue of Financial Planning Magazine shows that PlanMember ranks as #2 independent broker dealer for fee-based revenues as a percentage of total revenues at 59.3% for the period ending 12/31/13.................................................................................................[ READ MORE ]

June 11, 2014

PlanMember Ranked in Top 25 for Home Office Support
(Carpinteria, CA) - PlanMember Securities was ranked number 11 out of the top 25 national independent Broker/Dealers for Home Office Support in the June, 2014 issue of Investment Advisor Magazine. This is the third time PlanMember has made an appearance on the Investment Advisor Top 25 list in this category.........................................................................................................................[ READ MORE ]

June 2, 2014

PlanMember Advisors Nominated for Inaugural NTSA Award
(Carpinteria, CA) - Five advisors for PlanMember Financial Corp. have been nominated for the first 2014 Elite Advisor Award, a new annual recognition of excellence in the 403(b) and 457(b) retirement industry, sponsored by the National Tax-Deferred Savings Association (NTSA).............[ READ MORE ]

May 15, 2014

How PlanMember’s Financial Centers are Changing the Face of 403(b)
(Carpinteria, CA) - Veterans of the 403(b) business refer to it as the “Wild West,” that time when selling tax-deferred annuities to teachers was largely unregulated, transaction driven, and pretty much the only game in town. It was wild and wooly, and salespeople slugged it out in easily obtained payroll slots in cafeterias and faculty rooms across America.................................................................[ READ MORE ]

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Securities and advisory services offered through PlanMember Securities Corporation
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6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
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