# PlanMember Financial Corporation

- **Website:** <https://planmember.com>
- **Primary alias:** `planmember.com`
- **Founded:** 1992
- **Employees:** 51+
- **Location:** Carpinteria, California, United States
- **Company kind:** PRIVATELY HELD

## Description

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.

## Industries

- 💰 Finance

## Links

- [facebook](https://facebook.com/PlanMemberSecurities)
- [instagram](https://instagram.com/planmemberfinancial)
- [linkedin](https://linkedin.com/company/planmember)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idx3iH0Niq/w/820/h/198/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1781631594089)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idx3iH0Niq/w/281/h/281/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1781631594192)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Shuttle Gray | #5b6670 | accent |
| Orient | #005189 | dark |
| Shakespeare | #488fcd | light |

## Fonts

- Arial — asset _(custom)_
- myriad-pro — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idx3iH0Niq/w/1536/h/768/idjCdnMzBi.jpeg?c=1bxid64Mup7aczewSAYMX&t=1772687825145)

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_Source: <https://brandfetch.com/planmember.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._