Kyle J Breitzman

Current Employers

Employment History

• 08/2013 → 09/2020
  Securities Service Network, Inc
  Brookfield, WI
• 09/2020 → 11/2022
  Securities America, Inc.
  Waukesha, WI
• 09/2020 → 11/2022
  Securities America Advisors, Inc.
  Waukesha, WI
• 11/2022 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2021 → Present
  Northbound Financial Services
  Waukesha, WI
• 07/2012 → Present
  Kyle Breitzman (Self Employed)
  Elm Grove, WI
• 01/2019 → Present
  Lake Runner Tax Services
  Waukesha, WI
• 06/2018 → 10/2023
  Nolan Accounting Center
  Greenfield, WI

Previous Registrations

• 2020-09-18 → 2022-11-10
  Securities America Advisors, Inc.
  Waukesha, WI
• 2013-08-02 → 2020-09-18
  Ssn Advisory, Inc.
  Waukesha, WI
• 2012-06-26 → 2013-08-26
  Principal Securities, Inc.
  Brookfield, WI
  Wauwatosa, WI
  Brookfield, WI
• 2008-02-28 → 2012-06-22
  Msi Financial Services, Inc.
  Milwaukee, WI
  Brookfield, WI

Other Businesses

1) Northbound Financial Services- 2607 N Grandview Blvd., #131 Waukesha WI 53188; Investment related; DBA for financial services - securities & insurance sales & svcs; President/CEO; Start date 1/2021; 170 hrs/mnth & during trading. 2) Kyle Breitzman (self employed)-12700 W. Bluemound Rd, Elm Grove, WI 53122; Investment related; Insurance (fixed) sales & svcs; Independent Insurance Agent; Start date 7/2012; 8 hrs/mnth & during trading. 3) Lake Runner Tax Services - 2607 N Grandview Blvd., #131 Waukesha WI 53188; Investment related; Tax preparation service; President/CEO; Start date 1/2019; 30 hrs/mnth & during trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-28

Designations

Other Names

• Kyle J Breitzman
• Kyle Breitzman