Planmember Securities Corporation

Overview

Planmember Securities Corporation is a Broker Dealer and registered investment adviser based in Carpinteria, CA, registered since 1980. It reports $10.1B in assets under management across 69,645 accounts, with 429 employees. Its 588 registered representatives work across 220 branch offices in 35 states.

Reported AUM

$10.1B

Discretionary

100%

Accounts

69,645

Average account

$145K

Employees

429

Registered reps

588

Branch offices

220

Registered since

1980

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Other
• Private Placements
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 3 of 5

• Jon Michael Ziehl President CRD 707642
• Steven R Hanson Chief Financial Officer, Financial and Operations Principal, Financial Operations Principals CRD 4854600
• Terrall Joseph Janeway Executive Vice President, Chief Operating Officer, Financial Operations Principal CRD 2947154

2 more executive officers, with direct contact details

Registered reps 3 of 588

• Francis Christopher Abbey Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1218000
• Martin Wayne Adams Sr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2703719
• James Michael Adgar Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4734751

585 more registered reps, with emails, phones and branch locations

Location

Headquarters

6267 Carpinteria Ave
Carpinteria, CA 93013

County

Santa Barbara

Metro area

Santa Maria-Santa Barbara, CA

Region

West

Branch offices

220 in 35 states, including San Diego, CA, Laguna Niguel, CA and Ventura, CA

Registrations

• SEC registered, corporation formed in California
• Registered in 51 jurisdictions
• Website: planmember.com

Every state, with registration dates

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