KC
Kyle J. Clement
PLANMEMBER SECURITIES
Grandville, MI 49418
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CRD#: 5167212
KC
Professional summary
Kyle J Clement is a registered financial advisor currently at PLANMEMBER SECURITIES CORPORATION located in Grandville, Michigan.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kyle has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Williams & Co dba Williams and Company Financial Services-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities & insurance Sales & svcs; Vice President, Recruiting & Sales; Start date 3/08; 240 hrs/mnth & during trading. 2) W&C Wealth Management-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Investments-focusing on professional athletes; Vice President; Start date 3/08; > 1 hr/mnth & during trading. 3) Kyle Clement (self employed)-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Insurance (fixed, life) sales & svcs; Insurance Agent; Start date 3/08; 20 hrs/mnth & during trading.4)Trustmark Insurance; 3121 Macatawa Dr. SW, Grandville MI 49418; Agent; Start Date: 6/12/2016; Nature of Bus: Selling insurance and Trustmark Voluntary Benefits which is insurance sales and services; IR; Approx. Number of Hours/Month Devoted to this Business: 10;Approx. Number of Hours/Month Devoted to this Business during trading hours: 3 5) Caledonia Community Schools; 9757 Duncan Lake Ave Caledonia MI 49316; Start Date 7/11/2016; Board Member; Handle board business including reviewing curriculum, staffing, student discipline review, etc.; 4 hrs/mo; 0 hrs/mo during trading; NIR 6)Williams and Company Executive Services LLC DBA Williams & Company Executive Services; 3121 Macatawa Dr. SW, Grandville MI 49418; Start Date 1/20/20; consultant; provides consulting/negotiating services to superintendents who are negotiating their pay packages; 20 hrs/mo; 10 hrs/mo during trading; NIR 7)AKC FINANCIAL LLC; 9360 Trafalgar Drive SE Alto MI 49302; START DATE: 01/22/2021; Proprietor; LLC for my investment business - Banking and tax entity; 2 hrs/mo; 0 hrs/mo during trading; NIR 8)BRIGHAM RIDGE LLC; 4975 Hulett rd, Grawn MI 49637; START DATE: 01/22/2021; Limited Partner; Holding LLC for 2nd home; 1 hr/mo; 0 hrs/mo during trading; NIR 9)MICHIGAN ASSOCIATION OF RETIRED SCHOOL PERSONEL RETIREMENT PLANNING SERVICES; 3121 Macatawa Dr. SW, Grandville MI 49418; START DATE: 03/25/2009; Presenter; Offer seminars on Pension Education; 2 hrs/mo; 0 hrs/mo during trading; IR 10) CALEDONIA TOWNSHIP PLANNING COMMISSION; 8196 Broadmoor Avenue SE, Caledonia MI 49306; Start Date 05/15/2025; Member of Board of Trustees; Planning commission works in conjunction with the Planning Director to guide the future growth of the township including but not limited to reviewing requests for zoning changes, development proposals, and special land use permits; 2 hrs/mo; 0 hrs/mo during trading; NIR 11) Caledonia Youth Sports Organization (CYSA); 5401 100th st se, Caledonia MI 49316; Start Date 1/1/2023; President; CYSA helps manage the schedules/faciilities for many of the youth sports in Caledonia; 8 hrs/mo; 3 hrs/mo during trading; NIR 12) Caledonia Community School Board; 8948 Kraft Ave SE, Caledonia MI 49316; Start Date 7/29/2025; Trustee/board member; board member; 5 hrs/mo; 0 hrs/mo during trading; NIR
CRS (Client Relationship Summary) - RIA
Click below to view Kyle J Clement's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kyle J Clement's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 18, 2016 - Present
PLANMEMBER SECURITIES CORPORATION
Office #1: 3121 Macatawa Dr. Sw, Grandville, MI 49418RIA
BD
CRD#: 11869
Grandville, MI
Current
February 16, 2016 - Present
PLANMEMBER SECURITIES CORPORATION
Office #1: 3121 Macatawa Dr. Sw, Grandville, MI 49418RIA
BD
CRD#: 11869
Grandville, MI
Past
May 11, 2009 - February 18, 2016
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
GRANDVILLE, MI
Past
March 25, 2009 - February 18, 2016
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
GRANDVILLE, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PS
PLANMEMBER SECURITIES CORPORATION
INVESTORS RETIREMENT & MANAGEMENT CORPORATION | PLANMEMBER SECURITIES CORPORATION | IRM DISTRIBUTORS, INC.
CRD#: 11869 / SEC#: 801-39177, 8-25065
RIA
Registered Investment Advisory firm - SEC (6/27/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/22/2020)
RR
Michigan(2/16/2016)
IAR
Michigan(2/18/2016)
RR
Nevada(2/16/2016)
RR
Texas(2/16/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PS
PLANMEMBER SECURITIES CORPORATION
INVESTORS RETIREMENT & MANAGEMENT CORPORATION | PLANMEMBER SECURITIES CORPORATION | IRM DISTRIBUTORS, INC.
CRD#: 11869 / SEC#: 801-39177, 8-25065
RIA
Registered Investment Advisory firm - SEC (6/27/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
6187 Carpinteria Avenue, Carpinteria, CA 93013
Mailing Address
6187 Carpinteria Avenue, Carpinteria, CA 93013-2060
Phone number
(805) 684-1199
Established
California since 03/12/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
432
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PLANMEMBER FINANCIAL CORPORATION | OWNER | |
| BOWMAN, BYRON FRANCIS | CHIEF LEGAL OFFICER & SECRETARY | 2673117 |
| HALEY, SEAN PATRICK | CHIEF COMPLIANCE OFFICER | 2837579 |
| HANSON, STEVEN R | CHIEF FINANCIAL OFFICER / FINOPS | 4854600 |
| JANEWAY, TERRALL JOSEPH | EVP/CHIEF OPERATING OFFICER | 2947154 |
| ZIEHL, JON MICHAEL | PRESIDENT | 707642 |
Regulatory assets under management
| Total Number of Accounts | 68,978 |
| AUM (Assets Under Management) | $ 9,035,509,268 |
Disclosures
| Regulatory Event | 5 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/21/2022 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PLANMEMBER SECURITIES CORPORATION
CRD#: 11869Grandville, MI 49418TRUST BUT VERIFY
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