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PlanMember Financial Corporation

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.

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Financial Services 176 Employees Found Carpinteria, United States Founded 1992 10 Similar Companies
176 Employees Found
92% Email Coverage
$154.1M Est Revenue
2 Office HQ
10 Similar Companies
Jun '26 Last Verified

PlanMember Financial Corporation – Company Information

Financial Services
Founded 1992
51-200 employees View all
6187 Carpinteria Avenue, Carpinteria, CA 93013, US
www.planmember.com
Financial Literacy Education Lifestage Planning PlanMember Financial Centers PlanMember Services Program 4-Step Planning Process Plan & Savings Analysis Retirement planning for nonprofit and for-profit organizations and membership associations

PlanMember Financial Corporation Competitors

John Hancock
John Hancock

Financial Services • 5,001-10,000 employees • Atlanta, United States

Frequently asked questions about PlanMember Financial Corporation

What is PlanMember Financial Corporation email format?

The widely used PlanMember Financial Corporation email format is {first_initial}{last} (e.g. jsmith@planmember.com) with 66.67% adoption across the company.

What is PlanMember Financial Corporation customer service number?

To contact PlanMember Financial Corporation customer service number in your country click here to find.

Who is the CEO of PlanMember Financial Corporation?

Martin Adams is the CEO of PlanMember Financial Corporation.

Who are the decision makers in PlanMember Financial Corporation?

The decision makers in PlanMember Financial Corporation are Martin Adams, Pat Mccormick, Terrall Janeway, etc. Click to Find PlanMember Financial Corporation decision makers emails.

How can I contact PlanMember Financial Corporation for inquiries?

You can reach PlanMember Financial Corporation by visiting their website at www.planmember.com and using the 'Contact Us' page. You can also call their customer service line for immediate assistance or find a local Financial Center for personalized support.

Is there a directory of representatives or Financial Centers available?

Yes, PlanMember provides a directory of their representatives and Financial Centers on their website. You can search for local representatives based on your location or find a Financial Center that suits your needs for retirement planning and financial services.

What types of organizations does PlanMember support?

PlanMember Financial Corporation supports a variety of organizations, including nonprofit and for-profit entities, as well as membership associations. Their services are tailored to meet the unique retirement planning needs of these diverse industries.

What services does PlanMember offer for retirement planning?

PlanMember offers comprehensive retirement planning services, including financial literacy education, lifestage planning, and a 4-step planning process. They also provide plan and savings analysis to help clients make informed decisions about their financial future.

Can I schedule a consultation with a PlanMember representative?

Yes, you can schedule a consultation with a PlanMember representative by contacting them through their website or by calling your local Financial Center. They will assist you in setting up a meeting to discuss your retirement planning needs.

What is the PlanMember Services Program?

The PlanMember Services Program is designed to provide clients with personalized support in retirement planning. It includes access to financial education resources, one-on-one consultations, and tailored strategies to help clients achieve their financial goals effectively.