Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About PlanMember Securities
PlanMember specializes in retirement plan solutions for nonprofit and for-profit employers and their employees, as well as associations, unions and membership groups.
Services Offered
PlanMember provides retirement plan distribution, fee-based advisory programs including its Advisor and Strategist programs, financial planning, brokerage and insurance.
Leadership
Jon Ziehl, President & CEO.
PlanMember Securities in the News
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Aug. 2026
PlanMember ranked No. 1 for fee-based revenue mix in Financial Planning's IBD Elite 2026 study, with fees at 86.6% of total revenue.
Source: Financial Planning (IBD Elite 2026 PDF)
Verify PlanMember Securities on FINRA BrokerCheck
Before working with any advisor affiliated with PlanMember Securities, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.