Kyle Breitzman
Kyle Breitzman is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is the President/CEO of Northbound Financial Services, a DBA for securities and insurance sales, dedicating nearly full-time hours. He is also an independent insurance agent and President/CEO of Lake Runner Tax Services, spending a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
AXA Advisors, LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.