Planmember Securities Corporation

Firm record

As recorded in SEC IAPD

Firm CRD

11869

SEC number

801-39177

Firm type

RIA

Assets under management

$10.1B as of Mar 31, 2026

Website

www.planmember.com ↗

Phone

805-684-1199

Address

6187 Carpinteria Avenue, Carpinteria, CA, 93013

Advisors at this firm

328 in our index · page 7 of 7

• Richard Michael TretaCRD 1396132 · Fort Worth, TX
  IA RegisteredBroker
• John Francisco UrrutiaCRD 5260447 · Palm Desert, CA
  IA RegisteredBroker
• Frida ValijanCRD 5566510 · Woodland Hills, CA
  IA RegisteredBroker
• Robert Allen VoylesCRD 4785355 · Corpus Christi, TX
  IA RegisteredBroker
• Karen Marie WaiteCRD 1789379 · Santa Barbara, CA
  IA RegisteredBroker
• Jayson Louis WeinbergCRD 2645042 · White Oak, PA
  IA RegisteredBroker
• Ronald Richard WelchCRD 462767 · San Jose, CA
  IA RegisteredBroker
• Marina WeldingCRD 5716344 · Winter Springs, FL
  Broker
• Toni Eileen WhaleyCRD 4974365 · Elkridge, MD
  IA RegisteredBroker
• Henry Baniel WhitneyCRD 7065517 · Carpinteria, CA
  Broker
• Benjamin Earl WielandCRD 6571578 · Key Largo, FL
  Broker
• Filip Earl WielandCRD 1483449 · Key Largo, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Owen Davis WilliamsCRD 468109 · Federal Way, WA
  Broker
• Mark John WilliamsonCRD 4449825 · Grandville, MI
  IA RegisteredBroker
• Siobhan WoodsCRD 6290726 · Carpinteria, CA
  Broker
• Donna Pierce WebbCRD 2974903 · Wytheville, VA
  IA RegisteredBroker
• Amelia Ruth WeberCRD 4277778 · Houston, TX
  Broker
• Adrian A. WeekesCRD 2753603 · Winter Springs, FL
  IA RegisteredBroker
• Alex M. WeinzimerCRD 8224042 · Carpinteria, CA
  Broker
• Edward Frederick WettigCRD 3272196 · Bend, OR
  IA RegisteredBroker
• Joshua WhaleyCRD 6284575 · Elkridge, MD
  IA RegisteredBroker
• Kevin Robert WilliamsCRD 1472560 · Kennewick, WA
  Broker
• Christopher John WinspearCRD 2962611 · Henderson, NV
  IA RegisteredBroker
• Clara ZayaCRD 4631410 · Campbell, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Judith Angela ZeiglerCRD 4503502 · San Leandro, CA
  IA RegisteredBroker
• Jon Michael ZiehlCRD 707642 · Carpinteria, CA
  Broker
• Marc Eric ZimmermanCRD 1096580 · Farmingville, NY
  IA RegisteredBroker
• Jennifer A. Zaat-WrightCRD 1626788 · Huntington Beach, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.