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PLANMEMBER ASSET MANAGEMENT CORPORATION
PLANMEMBER ASSET MANAGEMENT CORPORATION
CARPINTERIA, California
·
7 registered advisors
·
CRD# 289591
SEC# 801-111678
0
805-684-1199
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PLANMEMBER ASSET MANAGEMENT CORPORATION
7 registered advisors
Byron Francis Bowman
CARPINTERIA, California
CRD# 2673117
Daniel Anthony Murphy
CARPINTERIA, California
CRD# 2407381
Jon Michael Ziehl
CARPINTERIA, California
CRD# 707642
Sean Patrick Haley
CARPINTERIA, California
CRD# 2837579
Steven R Hanson
CARPINTERIA, California
CRD# 4854600
Terrall Joseph Janeway
CARPINTERIA, California
CRD# 2947154
Thomas Eugene Nugent
CARPINTERIA, California
CRD# 1043494
05
Office Locations
CARPINTERIA, California
7 advisors
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Data sourced from SEC Form ADV filings. PLANMEMBER ASSET MANAGEMENT CORPORATION (CRD# 289591) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.