RIA Intelligence

PLANMEMBER ADVISORS CORPORATION

CRD #106493 SEC #801-47434 CARPINTERIA, CA 805-684-1199
SEC Registered
Total AUM
$51.1M
Discretionary
$49.7M
Employees
1
Clients
0
Accounts
3

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHRISTIAN, CHARLIE, KENTIEVP SALES & BUSINESS DEVELOPMENTNA Control
CHRISTIAN, CHARLIE, KENTIEVP SALES AND BUSINESS DEVELOPMENTNA
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
JANEWAY, TERRALL, JOSEPHIEVP/CHIEF OPERATING OFFICERNA Control
KARFONTA, JEFFREY, FRANKISVP FINANCENA
KARFONTA, JEFFREY, FRANKISVP FINANCENA
KARFONTA, JEFFREY, FRANKISVP FINANCENA
KARFONTA, JEFFREY, FRANKISVP FINANCENA
KARFONTA, JEFFREY, FRANKISVP FINANCENA
KARFONTA, JEFFREY, FRANKISVP FINANCENA
KARFONTA, JEFFREY, FRANKISVP FINANCENA
KEMBLE, WILLIAM, STARRICFO/SVP FINANCENA
KEMBLE, WILLIAM, STARRICFO/SVP FINANCENA
KEMBLE, WILLIAM, STARRICFO/SVP FINANCENA
KEMBLE, WILLIAM, STARRICFO/SVP FINANCENA
KEMBLE, WILLIAM, STARRICFO/SVP FINANCENA
KEMBLE, WILLIAM, STARRICFO/SVP FINANCENA
MURPHY, DANIEL, ANTHONYIVP CHIEF COMPLIANCE OFFICERNA
MURPHY, DANIEL, ANTHONYIVP CHIEF COMPLIANCE OFFICERNA
MURPHY, DANIEL, ANTHONYIVP CHIEF COMPLIANCE OFFICERNA
MURPHY, DANIEL, ANTHONYIVP CHIEF COMPLIANCE OFFICERNA
MURPHY, DANIEL, ANTHONYIVP CHIEF COMPLIANCE OFFICERNA
MURPHY, DANIEL, ANTHONYIVP CHIEF COMPLIANCE OFFICERNA
MURPHY, DANIEL, ANTHONYIVP CHIEF COMPLIANCE OFFICERNA
MURPHY, DANIEL, ANTHONYIVP CHIEF COMPLIANCE OFFICERNA
STONEDAMEN, PATRICIA, MARIEIVICE PRESIDENT LEGALNA
STONEDAMEN, PATRICIA, MARIEIVICE PRESIDENT LEGALNA
STONEDAMEN, PATRICIA, MARIEIVICE PRESIDENT LEGALNA
STONEDAMEN, PATRICIA, MARIEIVICE PRESIDENT LEGAL/COMPLIANCENA
STONEDAMEN, PATRICIA, MARIEIVICE PRESIDENT LEGAL/COMPLIANCENA
STONEDAMEN, PATRICIA, MARIEIVICE PRESIDENT LEGAL/COMPLIANCENA
STONEDAMEN, PATRICIA, MARIEIVICE PRESIDENT LEGALNA
VALENZUELA, ABDIEL, ALANIVP COMPLIANCE/CCONA
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
ZIEHL, JON, MICHAELICEO/PRESIDENTNA Control
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE
PLANMEMBER FINANCIAL CORPORATIONDEOWNERE

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LOVELL MINNICK EQUITY PARTNERS II, LPDEPLANMEMBER FINANCIAL CORPORATIOND Control
LOVELL MINNICK EQUITY PARTNERS II, LPDEPLANMEMBER FINANCIAL CORPORATIOND Control
LOVELL MINNICK EQUITY PARTNERS II, LPDEPLANMEMBER FINANCIAL CORPORATIOND Control
LOVELL MINNICK EQUITY PARTNERS II, LPDEPLANMEMBER FINANCIAL CORPORATIOND Control
LOVELL MINNICK EQUITY PARTNERS II, LPDEPLANMEMBER FINANCIAL CORPORATIOND Control
LOVELL MINNICK EQUITY PARTNERS II, LPDEPLANMEMBER FINANCIAL CORPORATIOND Control
ZIEHL, JON, MICHAELIPLANMEMBER FINANCIAL CORPORATIONC Control
ZIEHL, JON, MICHAELIPLANMEMBER FINANCIAL CORPORATIONC Control
ZIEHL, JON, MICHAELIPLANMEMBER FINANCIAL CORPORATIONC Control
ZIEHL, JON, MICHAELIPLANMEMBER FINANCIAL CORPORATIONC Control
ZIEHL, JON, MICHAELIPLANMEMBER FINANCIAL CORPORATIONC Control
ZIEHL, JON, MICHAELIPLANMEMBER FINANCIAL CORPORATIONC Control
ZIEHL, JON, MICHAELIPLANMEMBER FINANCIAL CORPORATIONC Control
ZIEHL, JON, MICHAELIPLANMEMBER FINANCIAL CORPORATIONC Control

Registrations

Federal

IA
Mar 28, 2012 REGISTERED

Notice Filings (1)

CA

Address

6187 CARPINTERIA AVENUE
CARPINTERIA, CA 93013
United States
Phone: 805-684-1199