linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Miles Kilstofte

Planmember Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Miles? Claim Your Profile

About Miles Kilstofte

Miles Kilstofte is a financial advisor who has been working in the industry since September 12, 2011. Miles is a registered representative with Planmember Securities Corp., a firm that offers a variety of financial services to individuals, businesses, and institutions. Miles is also a Certified Financial Planner.

Firm Information

Miles Kilstofte is currently registered with Planmember Securities Corp.. Planmember Securities Corp. is a corporation formed in March 1982 with its main office in Carpinteria, CA. The firm provides financial planning, pension consulting, educational seminars, and investment supervisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Planmember Securities Corp. manages over $8 billion in assets under management.
Planmember Securities Corp.

6187 CARPINTERIA AVENUE

CARPINTERIA, CA 93013

$8.28B

Assets Under Management

100

Total Clients

510

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

provides investment supervisory services

Provides investment supervisory services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Miles Kilstofte’s Registration & Firm History

CA

11/19/2020 - Present

Planmember Securities Corp. (CARPINTERIA CA)

Not sure if Miles Kilstofte is right for you?

Licenses & Designations

IA

Issued 12/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2012

Series 7 - General Securities Representative Examination

BC

Issued 09/12/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miles Kilstofte.
Not sure if Miles Kilstofte is right for you?