Need to grow your business
and access new markets?

Find out how PlanMember can help you build your practice and access new markets.

Discover How

PlanMember is looking for entrepreneurial advisors like you.

We’re experienced in helping financial professionals build fee-based financial services enterprises. Retain your independence, reach new markets, and achieve more success by partnering with a market leader.

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PlanMember Financial Corporation building

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PlanMember University

Comprehensive training through PlanMember University delivers a broad spectrum of courses, from initial orientation to advanced executive-level training.

Build a Fee-Based Business

As a leading fee-based Broker/Dealer, PlanMember has the resources to help financial professionals build, grow and strengthen a fee-based financial enterprise.

Partnership For Success

PlanMember empowers financial professionals by strengthening their business so they can expand and grow.

Co-Branding Power

Elevate your brand power and your local presence with co-branding strategies that work.

Reasons to Join

Find opportunities for newcomers, seasoned financial professionals, and even those approaching retirement.

Access New Clients

PlanMember has access to tens of thousands of clients in targeted regions nationwide. We're looking for professionals to optimize this business.

Is this right for you?

If you’ve been seeking a Broker/Dealer change because you need better support and fresh opportunities, PlanMember wants to tell you more.

Find Out

Get started

If you’re ready to have a confidential conversation or take the next step to a new opportunity and potential for more success, we’re ready, too.

Let's go