CARPINTERIA, Calif.--(BUSINESS WIRE)--Jim Mustard and Nick Hankerson, partners of United Financial NW in Portland, Ore., announce their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in Portland and the surrounding metropolitan area.
United Financial NW has approximately 700 clients in and around Portland with $55 million in assets under management. In addition to specializing in the 403(b) and 457(b) education market, United Financial NW’s affiliation with PlanMember will enable it to provide enhanced products and services to the 401(k) market as well as a growing number of individual investors.
“Due to instability among our previous broker/dealers, we started looking around for other firms that were in the same business we were,” said Mustard. “We decided to join PlanMember because of its service and support model, which we think is pretty much unique in the industry.”
“We see PlanMember as an opportunity for stability and consistency in leadership so we can grow our Financial Center,” Hankerson added. “They provide a team we can work with to help us service our school districts and give our client base some consistency as well.”
Founded and headquartered in Carpinteria, California, PlanMember Financial Corporation is an investment management, retirement planning company with more than $9 billion in assets that specializes in the fee-based 403(b), 457(b), and 401(k) marketplace. It has been serving individual investors and employer groups for more than three decades. PlanMember has established 30 successful Financial Centers in 19 states, with a goal of expanding to 80 nationally. For more information about PlanMember’s retirement solutions, visit www.planmember.com.
“The affiliation with United Financial NW supports PlanMember’s plans for expanding its Financial Center business model across the country,” said Jon Ziehl, founder and CEO of PlanMember, “and we’re looking forward to a successful long-term relationship.”
PlanMember is a nationally recognized broker/dealer, investment advisor, and member of FINRA/SIPC.