Skip to content

Kyle David Brunner

Investment adviser representative at Spc
12 yearsExperience
1 stateRegistered in
$6.1BFirm assets
42 yearsFirm in business

Are you Kyle David Brunner? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

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

12 years in the industry.

  1. SpcJul 2021 to now
  2. Brunner & Van Gorder FinancialJun 2021 to now
  3. Sigma Financial CorporationJun 2021 to now
  4. AmazonSep 2020 to Jul 2021
  5. Helios SolarSep 2020 to May 2021
  6. TrellisApr 2018 to Sep 2020
  7. Sigma Financial CorporationJun 2014 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (MI).

Spc

Legal name: Sigma Planning Corporation

$6.1BAssets managed
30,916Clients
474Advisers
42 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
6346519
Firm CRD
110692
Advisor's SEC record (opens in a new tab)
CallContact this firm