Planmember Securities
PlanMember Securities Corporation is a Broker/Dealer and Registered Investment Advisor committed to giving financial professionals unique opportunities to build and expand their fee-based business. Specializing in creating and distributing retirement plan solutions for nonprofit and for-profit employers and their employees across the country, and for associations, unions, membership groups, and their members, PlanMember Securities is a highly-ranked industry pioneer. • PlanMember regularly ranks in the top 10 among Broker/Dealers for fee-based business* • PlanMember is ranked #6 in terms of revenue growth for independent Broker/Dealers* • PlanMember ranks in the top 25 independent Broker/Dealer for home office support* Financial professionals seeking to grow their income can join PlanMember Securities as a PlanMember Financial Center owner, an affiliated PlanMember Financial Center advisor, or an individual advisor while remaining completely independent. Today PlanMember is operating more than 40 co-branded Financial Centers in key regions nationally, all powered by successful, independent individuals or groups, with plans to expand to 80. PlanMember provides sales training, business development and integrated marketing support as well as administrative, compliance, and technology through our Partnership for Success Program. With the most innovative business succession options in the industry, PlanMember advisors get the most value for a lifetime of work at their retirement. Interested financial professionals should contact PlanMember at (800) 874-6910, extension 2553.* Financial Planning Magazine, June 2017 issue. 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. 6187 Carpinteria Avenue, Carpinteria, CA 93013 • (800) 874-6910
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Verified contacts
59
available on Kipplo
LinkedIn employees
90
201 to 500 range
Open roles
—
no listings
Distinct roles
38
indexed titles
Tech stack
4
tools in use
Monthly traffic
8.5K
organic / mo
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Decision-makers and verified team members
59 contacts with verified email or phone · masked until revealed.
- KT
Kevin Twohy
First VP - Partner Development · Other
EmailPhone - CW
Casey Weihert
Senior Project Manager · General Business & Management
EmailPhone - MS
Matt Sinclair
Financial Advisor and Financial Center Manager at Barron Financial Services · Finance & Accounting
EmailPhone - HO
Haleigh Oconnell
Reconciliation Specialist · Finance & Accounting
EmailPhone - HW
Henry Whitney
Senior Product Development Investment Analyst · Other
EmailPhone - LK
Luke King
Independent Financial Planner · Finance & Accounting
EmailPhone - OK
Olga Kazantseva
Sr Developer · Other
EmailPhone - RJ
Ronald J. Heller
Director, Recruiting - Partner Development · Other
EmailPhone - SH
Sean Haley
() · Other
EmailPhone
Showing 9 of 59 verified contacts
Top roles at Planmember Securities
38 distinct titles indexed · top 10 shown.
- 8financial advisor
- 7registered representative
- 2director of product development
- 2financial planner
- 2financial professional
- 2investment advisor representative
- 1()
- 1,,
- 1business analyst
- 1business development specialist
- +28more titles
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