PlanMember Financial Corporation
@planmember.com
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. Contact PlanMember at (800) 874-6910. PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, investment advisor and member FINRA/SIPC.
PlanMember Financial Corporation's Company Logos
PlanMember Financial Corporation's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#5B6670
Shuttle Gray
91, 102, 112
209, 10, 40
19, 9, 0, 56
#488FCD
Shakespeare
72, 143, 205
208, 57, 54
65, 30, 0, 20
#005189
Orient
0, 81, 137
205, 100, 27
100, 41, 0, 46
About PlanMember Financial Corporation
PlanMember is a brand that has revolutionized the retirement plan market for over 30 years. Founded by Jon Ziehl, who saw the need to provide non-profit and government organizations with the same level of service and investment opportunities as for-profit businesses. Since its inception, PlanMember has been delivering institutional-quality investment solutions to individuals in the public not-for-profit sector, making it a leading affinity group marketing organization and nationally recognized investment firm.
With a strong focus on personalized service, PlanMember serves over 200,000 participants and manages retirement assets worth $16 billion. Their unique membership model offers coordinated benefits, including a Personal Retirement Plan, guidance, periodic reviews, financial wellness education, and support to help members achieve better retirement outcomes. PlanMember's services are delivered through 40 Financial Centers and a network of nearly 500 independent financial professionals across the country.
They have also expanded their offerings to include institutional business lines, product platforms for higher education and healthcare markets, and a pooled employer plan under the SECURE Act. Recognized for their excellence, PlanMember has earned numerous awards for plan administration, service teams/support, investments/fees, sponsor services, and participant services. As a leading financial services company, PlanMember strives to become a national membership marketing leader and the preferred retirement and investment provider for thousands of employers across the country.
They invite individuals, employers, financial professionals, and Financial Centers to join their family and experience personalized guidance, comprehensive services, and unique retirement solutions. Contact PlanMember today to plan your future with confidence
Related Brands
Tags
Retirement planning
Workplace retirement plans
Wealth management
Employer retirement plan administration
Financial education
