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Jon Michael Ziehl

PLANMEMBER ASSET MANAGEMENT CORPORATION·CARPINTERIA, California
SIE, Series 6TO, Series 7, Series 26Clean recordPLANMEMBER ASSET MANAGEMENT CORPORATION
6187 CARPINTERIA AVENUE, CARPINTERIA, CA 93013CRD# 707642Firm CRD# 289591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon Michael Ziehl · CARPINTERIA, CA
Registration
CRD #707642 · PLANMEMBER ASSET MANAGEMENT CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PLANMEMBER ASSET MANAGEMENT CORPORATION
CRD 289591 · SEC 801-111678
Employees
8
Total firm employees
Services offered by PLANMEMBER ASSET MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

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04

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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