Maxwell B. Kilstofte
Investment adviser representative at Planmember Securities Corporation
13 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
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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
13 years in the industry.
- Max KilstofteAug 2025 to now
- Kilstofte & Associates, Inc.Mar 2025 to now
- Planmember Securities CorporationAug 2022 to now
- Maxwell B. Kilstofte, CpaJan 2020 to now
- Harper & Two, Inc.Jan 2013 to now
- Creal & Creal: An Accountancy Corp.Jan 2017 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7596652
- Firm CRD
- 11869