Kyle J Breitzman
Investment adviser representative at Planmember Securities Corporation
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Planmember Securities CorporationNov 2022 to now
- Northbound Financial ServicesJan 2021 to now
- Lake Runner Tax ServicesJan 2019 to now
- Kyle Breitzman (self Employed)Jul 2012 to now
- Securities America Advisors, Inc.Sep 2020 to Nov 2022
- Securities America, Inc.Sep 2020 to Nov 2022
- Nolan Accounting CenterJun 2018 to Oct 2023
- Securities Service Network, IncAug 2013 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5161223
- Firm CRD
- 11869