Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Breitzman is a financial advisor with Planmember Securities Corp. Kyle is based in Carpinteria, CA and also works in Waukesha, WI. Kyle has been a registered representative since October 2006. Kyle is licensed to sell securities in multiple states, including Texas, Wisconsin, and North Carolina. In addition to providing financial advisory services through Planmember Securities Corp., Kyle also owns and operates Lake Runner Tax Services and Northbound Financial Services.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
11/07/2022 - Present
Planmember Securities Corp. (Waukesha WI)
WI
09/18/2020 - 11/10/2022
SECURITIES AMERICA, INC. (BROOKFIELD WI)
WI
08/02/2013 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (BROOKFIELD WI)
WI
06/21/2012 - 08/26/2013
PRINCOR FINANCIAL SERVICES CORPORATION (BROOKFIELD WI)
WI
02/28/2008 - 06/22/2012
METLIFE SECURITIES INC. (MILWAUKEE WI)
WI
10/04/2006 - 02/21/2008
AXA ADVISORS, LLC (MILWAUKEE WI)
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Breitzman is the right advisor for you? Invested Better is here to help.
