Kyle
Breitzman
Planmember Securities Corporation
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About this Advisor
Kyle Breitzman is a certified financial planner who works out of Camarillo, California with a total of 1 year of relevant experience. Breitzman is an employee of Planmember Securities Corporation. Over the course of their career, Breitzman has held roles at Principal Life Insurance Co, Princor Financial Services Corp, Truecourse Financial Partners LLC, Securities Service Network, Inc, Securities America, Inc, Securities America Advisors, Inc, Planmember Securities Corporation, Northbound Financial Services, Kyle Breitzman (Self Employed), Lake Runner Tax Services and Nolan Accounting Center. Breitzman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Wisconsin. Planmember Securities Corporation is a registered investment company operating out of Carpinteria, CA. The firm has offices in 350 locations and a total of 459 financial advisors. It has $8 billion in total assets across its 67,968 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Planmember Securities Corporation may include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kyle Breitzman Work History
Kyle has been registered as a financial advisor for 1 years.*
Planmember Securities Corporation
Northbound Financial Services
Lake Runner Tax Services
Nolan Accounting Center
Kyle Breitzman (Self Employed)
Securities America, Inc
Securities America Advisors, Inc
Securities Service Network, Inc
Principal Life Insurance Co
Princor Financial Services Corp
Truecourse Financial Partners LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Breitzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planmember Securities Corporation
Farmingville, NY
Mililani, HI
Carpinteria, CA
Horseshoe Bay, TX
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Carpinteria, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
