PlanMember Securities
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
6187 Carpinteria Ave, Carpinteria, Calif...Phone Number
(563) 388-4767Website
www.planmember.comRevenue
$257.8 MillionIndustry
About PlanMember Securities
PlanMember Financial is a trusted and innovative retirement planning and investment firm that has been serving individual investors, savers, employers, and financial professionals for over three decades. The company focuses on helping clients invest, save for retirement, and build wealth while simplifying retirement plan management for employers and unions. Additionally, PlanMember provides exclusive educational content and resources to enhance employee engagement. With a commitment to expanding business growth through unparalleled support and guidance, PlanMember aims to make a positive difference in the lives of its clients.Explore more
PlanMember Securities Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
PlanMember Securities
$257.8M
51-200
Private
-
1991
SH
Steven HansonChief Financial Officer & Senior VP, Strategic Development
PlanMember Securities Tech Stack
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PlanMember Financial is a trusted and innovative retirement planning and investment firm that has been serving individual investors, savers, employers, and financial professionals for over three decades. The company focuses on helping clients invest, save for retirement, and build wealth while simplifying retirement plan management for employers an... Read More
