Unclaimed
Kyle Brunner, a registered representative with SPC, has been active in the financial services industry since 2017. Kyle provides financial planning, portfolio management, and consultation services to individuals, corporations, and businesses. Kyle is also a registered investment advisor representative with SPC, providing financial planning and consultation services. Kyle has a strong background in the financial industry, having previously worked with Sigma Financial Corporation, Trellis, and Helios Solar.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
07/26/2021 - Present
SPC (ANN ARBOR MI)
MI
01/19/2017 - 01/31/2018
SIGMA FINANCIAL CORPORATION (Okemos MI)
BOTH
Issued 07/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kyle Brunner is the right advisor for you? Invested Better is here to help.