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Jon Michael Ziehl

PLANMEMBER ASSET MANAGEMENT CORPORATION·CARPINTERIA, California
Unclaimed Profile
6187 CARPINTERIA AVENUE, CARPINTERIA, CA 93013CRD# 707642Firm CRD# 289591
01

About

Jon Michael Ziehl is a registered financial advisor based in CARPINTERIA, California, affiliated with PLANMEMBER ASSET MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PLANMEMBER ASSET MANAGEMENT CORPORATION
PLANMEMBER ASSET MANAGEMENT CORPORATION
AUM
—
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PLANMEMBER ASSET MANAGEMENT CORPORATION →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 707642
Firm CRD# 289591
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Michael Ziehl offer?
Jon Michael Ziehl specializes in Investment Management, Fee-Only Advisory. Contact their office in CARPINTERIA, California for a consultation.
What are Jon Michael Ziehl's credentials?
Jon Michael Ziehl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Michael Ziehl located?
Jon Michael Ziehl is based in CARPINTERIA, California, working with PLANMEMBER ASSET MANAGEMENT CORPORATION. Their office serves clients in the CARPINTERIA metropolitan area and surrounding communities.
How does Jon Michael Ziehl charge for services?
Jon Michael Ziehl's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANMEMBER ASSET MANAGEMENT CORPORATION?
PLANMEMBER ASSET MANAGEMENT CORPORATION has approximately 8 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARPINTERIA
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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