Chad Berner Kishel

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2020-09-03

GA RA
APPROVED

Since 2020-09-03

Branch Locations

1700 Pennsylvania Ave, Mcdonough, GA 30253 • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Planmember Securities Corporation	Carpinteria	CA	10/2007	Present
Financial U	Mcdonough	GA	01/2014	Present
Kishel Financial	Mcdonough	GA	06/2014	Present
Summit Capital Solutions	Mcdonough	GA	05/2018	09/2021

10/2007 → Present

Planmember Securities Corporation

Carpinteria, CA
01/2014 → Present

Financial U

Mcdonough, GA
06/2014 → Present

Kishel Financial

Mcdonough, GA
05/2018 → 09/2021

Summit Capital Solutions

Mcdonough, GA

Other Businesses

1)FINANCIAL RESERVE SERVICES;13123 66TH STREET, LARGO, FL 33773;AGENT;FIXED ANNUITY SALES;SECURITIES;START 06/01/2001;200HRS/MO;200HRS/MO DURING TRADING;INVESTMENT RELATED.2)CHAD KISHEL DBA FINANCIAL U;1700 PENNSYLVANIA AVE MCDONOUGH GA 30253; 1/10/2014; INVESTMENT RELATED; FINANCIAL ADVISOR/FIXED INSURANCE PRODUCTS - INSURANCE PRODUCTS-AGENT NUM OF HRS/MTH DEVOTED TO THIS BUS:240NUM OF HRS/MTH BUS DURING TRADING HRS240 3)KISHEL FINANCIAL:1700 Pennsylvania Ave, McDonough GA 30253 ;FINANCIAL SERVICES;INVESTMENT RELATED;FINANCIAL ADVISOR/OWNER;INSURANCE AND INVESTMENTS. NUM OF HRS/MTH TO THIS BUS:200 ; NUM OF HRS/MTH TO THIS BUS DURING TRADING HOURS:200

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-03-28

S63 Uniform Securities Agent State Law Examination

2002-03-28

Designations

View on SEC IAPD