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. 

Finance

PlanMember

Jon Ziehl

Michelle C.

Sean Haley

Steve Hanson

Jennifer Brittingham

Byron Bowman

Tom Nugent

Angel C. Sugleris

Jon Hall

Hamza Syed

Brent Neese

Allyn Close

Terry Janeway

Sales and Business Development Team

Leadership Team

Marketing

Technology

Human Resources and Training

Compliance Team

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Teams at PlanMember

Sales and Business Development Team

Leadership Team

Marketing

Technology

Human Resources and Training

Compliance Team

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Teams at PlanMember

Sales and Business Development Team

Leadership Team

Marketing

Technology

Human Resources and Training

Compliance Team

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