PlanMember Financial Corporation Information

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Summary

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regi...Show more

Industries

Financial Services

Headquarters Location

6187 Carpinteria Avenue, CA, 93013 US

Employees Size

100-200 employees

Specialties

Retirement planning for nonprofit and for-profit organizations and membership associations, Lifestage Planning, PlanMember Services Program 4-Step Planning Process, Plan & Savings Analysis, Financial Literacy Education, PlanMember Financial Centers

Founded

1992

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Organization Website

planmember.com

Phone Number

(800) 874-6910

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to

Total number all of employee turnover

See companies people switched from or switched to

Current employees switched from

Ex-employees switched to

3

PlanMember Financial Corporation

1

Equitable Advisors

1

World Financial Group (WFG)

1

CFA Institute

Number of employees by department

Total number all of employee turnover

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Length of Employment

Employee tenure at PlanMember Financial Corporation shows a diverse range of experience levels:

8% have been with the company for less than 1 year6% for 1–2 years11% for 3–4 years10% for 5–7 years13% for 8–10 years52% have over 11 years of service at PlanMember Financial Corporation