About PlanMember
The PlanMember Story
PlanMember was founded on the belief that individual investors deserve the same level of investment expertise and service as participants in the nation’s largest pension plans.
Located in Carpinteria, California, just south of Santa Barbara, PlanMember has been helping members nationwide plan and save for a secure retirement for more than two decades, and employers provide high quality retirement plans to their employees.
PlanMember provides a broad range of investment choice designed to meet the needs of educators and nonprofit employees, as well as employees of for-profit organizations and individuals in all walks of life. With a growing national network of school districts and nonprofit employers utilizing in the PlanMember Model Plan Program, more people and organizations than ever are turning to PlanMember for retirement solutions.
Once an employer installs the Model Plan, their employees become members and enjoy many Benefits of Membership through the PlanMember Services Program, a simple four-step process that helps take the mystery out of retirement planning.
A registered broker/dealer and investment advisor in all 50 states, PlanMember Securities provides terrific opportunities for growth for independent advisors. With more than 120 home office employees in California, over 400 registered representatives, and regionally based Financial Centers nationwide, the time to join the PlanMember team has never been better.
To find out more about PlanMember, visit www.planmember.com or call (800) 874-6910.
Before investing, carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.
Asset allocation cannot guarantee a profit or ensure against loss.
Decades of Vision & Growth
The founder and CEO of PlanMember welcomes you.
Securities and advisory services offered through PlanMember Securities Corporation
FINRA/ SIPC
6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
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California Insurance License Numbers: • Bruce Smith : 658065 • Marc Lippincott : 0C60570 • Dan Volpe : 620711 • James Smoogen : 68388 • Marc Houle : 638340