PlanMember provides retirement planning solutions for people in public education, mission-driven organizations, and individuals and families.

PlanMember

Domain Not Resolving

Shockwave Flash Embed

Director of Business Communications

Brett Threlkeld

Director of Trading Platforms

Christian Halkias

Director Marketing Technology (MarTech)

Cliff Kensinger

Director Marketing

Jen Rossignol

Sales and Support

Mark Bucciere, CIMA

Director of Quality Assurance and Training

Natalie Ross

Director of IT

Ricardo Martins

Director, Recruiting - Partner Development

Ronald Heller

Senior Project Manager

Casey Weihert

Finance and Administration

Eugene Cruz

Adam B Carlat

Mike Drabkin

Registered Representative, Investment Advisor Representative, CA Insurance Licence# 0B87191

United States Private Equity Stage Companies With More Than $10M in Revenue

Financial Services Private Equity Stage Companies With Fewer Than 100 Employees

FinTech Companies With More Than $10M in Revenue

West Coast Private Equity Stage Companies With Less Than $500M in Revenue

PlanMember is committed to helping individual investors access high quality retirement planning services and investment choices, so they can prepare to live the life they dream of in retirement. 

Headquartered in Carpinteria, California, just south of Santa Barbara, PlanMember is a full service retirement and investment firm with a single focus. Their well-known industry expertise and solid infrastructure have led to a new phase of growth and success. Thousands of members, hundreds of registered representatives, and a growing national network of employers are all part of the PlanMember family.

Lovell Minnick Partners

Private Equity Round - Plan Member Services Corporation

Carpinteria

California

United States

North America

Plan Member Services Corporation

news_impact_assignment_basic

key_people

merger_acquisitions

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

swot_dossier

signals

financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

news_advanced

purchaser_profile

network_onboarding

translate_crunchbase_fundingrounds

peers

customer_profile

news_basic

valuation

news impact assignment basic	general
public peers	general	Oct 21, 2024 8:01 PM	445a90ad
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Oct 21, 2024 8:01 PM	35af41bf
crunchbase trigger	general	Dec 4, 2024 8:54 AM	74124176
crunchbase profile	general	Dec 4, 2024 2:24 PM	0e989d54
li profile	general
translate crunchbase fundingrounds	general	Dec 4, 2024 3:03 PM	fbb1cc41
peers	general	Oct 21, 2024 8:01 PM	3016399f
news basic	general	Oct 21, 2024 8:01 PM	7df34812
bundesanzeiger	filings
financials download nd	financials
private financials	financials

COM:PLANMEMBER

PlanMember