Deals and People

Retirement Industry People Moves

By Javier Simon editors@plansponsor.com | May 12, 2017
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United Financial NW Joins PlanMember Securities Corporation

Jim Mustard and Nick Hankerson, partners of United Financial NW in Portland, Oregon, have announced their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center.

This collaboration will allow the firm to expand retirement investment planning and financial education opportunities for educators and employees of nonprofits in Portland and the surrounding metropolitan area.

United Financial NW has about 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, the firm intends to provide enhanced products and services to the 401(k) market and individual investors as part of PlanMember.

Hankerson says, “We see PlanMember as an opportunity for stability and consistency in leadership so we can grow our Financial Center. They provide a team we can work with to help us service our school districts and give our client base some consistency as well.”

PlanMember is a nationally recognized broker/dealer, investment adviser, and member of FINRA/SIPC. It has established 30 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.

NEXT: Financial Management Network Expands Retirement Business

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