Planmember Asset Management Corporation

Overview

Planmember Asset Management Corporation is an SEC registered investment adviser based in Carpinteria, CA, registered since 2017.

Employees

8

Registered since

2017

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Fee structure

Percentage of Assets

Executive officers 3 of 6

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

3 more executive officers, with direct contact details

Location

Headquarters

6187 Carpinteria Ave
Carpinteria, CA 93013

County

Santa Barbara

Metro area

Santa Maria-Santa Barbara, CA

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction

Every state, with registration dates

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