Maxwell
Kilstofte

Planmember Securities Corporation

CRD#7596652
Investment Advisor
in Los Angeles, CA

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About this Advisor

Maxwell Kilstofte is a financial advisor working in Los Angeles, California who has 1 year of relevant experience. Kilstofte is an advisor for Planmember Securities Corporation. Their career trajectory has included roles at Harper & Two, Inc, Planmember Securities Corporation, Surety Investment Services, Maxwell B. Kilstofte, Cpa, Creal & Creal: An Accountancy Corp and Kilstofte & Associates, Inc. Kilstofte maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Planmember Securities Corporation is a financial advisory business that has its headquarters in Carpinteria, CA. The company has offices in 350 locations and a total of 459 advisors. It administers $8 billion in total assets between its 67,968 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 67,968 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company has a broad 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. A financial advisor's fees largely depend on which service is offered. Fee types billed by Planmember Securities Corporation may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4520 Wilshire Blvd, Suite 201
Los Angeles, CA 90010

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

CA Average: $7,578,581,321
Total Number of Employees

459

CA Average: 43
Total Number of Accounts

67,968

CA Average: 3,727
Average Account Size

$110,789

CA Average: $2,033,427

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

Maxwell Kilstofte Work History

Maxwell has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Planmember Securities Corporation

2023 - Present (1 year)

Surety Investment Services

2023 - Present (1 year)

Kilstofte & Associates, Inc

2020 - Present (4 years)

Maxwell B. Kilstofte, Cpa

2013 - Present (11 years)

Harper & Two, Inc

2022 - 2023 (1 year)

Planmember Securities Corporation

2022 - 2023 (1 year)

Surety Investment Services

2017 - 2022 (5 years)

Creal & Creal: An Accountancy Corp

*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 Maxwell Kilstofte 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

Keeley Atterbury
Carlsbad, CA
John Italiano
Irvington, NY
Roy Lines
Carpinteria, CA
Texanna Stallwitz
Carpinteria, CA
Jeffrey Lovegren
Carpinteria, CA
Salleh Beitollahi
Agoura Hills, CA
Eric Busto
Farmingville, NY
Kyle Smith
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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