The Carpinteria-based PlanMember Securities Corporation has been named for the third time to the Financial Times “Top 300” registered investment advisers list. The honor places PlanMember in an elite group. With over $5 billion in RIA assets under management (AUM), $11 billion in broker/dealer assets and more than 195,000 customer accounts, PlanMember stands well above the average.
“PlanMember is proud to be included with this distinguished group of registered investment advisers,” said PlanMember CEO and Founder Jon Ziehl. “Our team of investment professionals has worked hard to establish PlanMember as a leader in the field of 403(b) and 457(b) retirement plans for educators and non-profits across the country as well as individual investors and small-business owners.”