PLANMEMBER ADVISORS CORPORATION

PLANMEMBER ADVISORS CORPORATION of CARPINTERIA, CA is an SEC-registered investment adviser (CRD 106493). Regulatory assets under management: $51.1M.

Registration

Officers, owners & control persons (14)

NameRoleLocation
ZIEHL JON MICHAELCEO/PRESIDENT; PRESIDENT; SHAREHOLDER CLASS A
KARFONTA JEFFREY FRANKSVP FINANCE
FORD RICHARD HILLYARDSVP BROKER DEALER
JANEWAY TERRALL JOSEPHCHIEF OPERATING OFFICER; EVP/CHIEF OPERATING OFFICER
STONEDAMEN PATRICIA MARIEVICE PRESIDENT LEGAL; VICE PRESIDENT LEGAL/COMPLIANCE
MURPHY DANIEL ANTHONYVP CHIEF COMPLIANCE OFFICER
CHRISTIAN CHARLIE KENTEVP SALES AND BUSINESS DEVELOPMENT; EVP SALES & BUSINESS DEVELOPMENT
VALENZUELA ABDIEL ALANVP COMPLIANCE/CCO
NEPERUD STEVEN JEROMEVICE PRESIDENT BUSINESS DEVELOPMENT
LONDON ROBERT SCOTTSHAREHOLDER CLASS B
HILLS AUSTIN EDWARDSHAREHOLDER SERIES A
ZIEHL DEAN ALANSHAREHOLDER SERIES A
COLLINS MARIE ESTESSHAREHOLDER SERIES B
KEMBLE WILLIAM STARRCFO/SVP FINANCE

More on this firm