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PlanMember company history timeline

2019

1 Ranked 24th in the number of fee-based advisors in 2019 by Investment News

2020

*DALBAR review of first-quarter 2020

2021

As of 2021, our existing employer group footprint has grown to almost 4,000 public nonprofit and for-profit organizations across the country.

In addition to our Financial Centers, in 2021 the company launched a complementary institutional business line powered by an experienced sales team to offer large single provider plans through consultants and RFP engagements.

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Founded
1982
Company founded
Headquarters
Carpinteria, CA
Company headquarter
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PlanMember competitors

Company nameFounded dateRevenueEmployee sizeJob openings
AdvisorNet Financial1959$7.6M102-
Legend Group Holdings1965$9.8M100-
USAA1922$35.6B32,896600
MetLife1868$531.0M49,000505
National Penn Bancshares, Inc.1874$399.6M3,000-
Midland Credit Management1953$1.7B4,00029
INVEST Financial1982$237.0M165-
Arbor Financial Group2011$5.0M30-
The Legacy Group with LeaderOne Financial-$6.1M1516
Advisor Group1988$450,0005019

PlanMember history FAQs

Zippia gives an in-depth look into the details of PlanMember, including salaries, political affiliations, employee data, and more, in order to inform job seekers about PlanMember. The employee data is based on information from people who have self-reported their past or current employments at PlanMember. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by PlanMember. The data presented on this page does not represent the view of PlanMember and its employees or that of Zippia.

PlanMember may also be known as or be related to PlanMember, PlanMember Financial Corp, PlanMember Services Corporation and Planmember Financial Corporation.