Kyle Breidenfield
Chief Investment Strategist at Stonebridge Financial- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Series 63
-Mar, 2016- Sep, 2024 -
Series 7
-Mar, 2015- Sep, 2024 -
Life Insurance And Annuity License
-Sep, 2012- Sep, 2024 -
Series 65
-May, 2012- Sep, 2024 -
Series 24
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Experience
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Stonebridge Financial
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United States
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Investment Management
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1 - 100 Employee
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Chief Investment Strategist
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Jul 2012 - Present
At Stonebridge Financial Group, we are independent consultants and advisors. It is our goal to help clients build and manage highly effective and successful retirement plans.In collaboration with your executive team, we will evaluate your existing retirement plan and develop plan success goals. Working together, we will measure results and make improvements while maintaining the highest degree of fiduciary prudence and process.Stonebridge Financial Group also provides fee-based advice to individual clients. Our services range from portfolio management to comprehensive financial planning.Securities offered through TRIAD Advisors Member: FINRA/SIPC. Investment Advisory services offered through Stonebridge Financial Advisors, LLC., a SEC Registered Investment Advisor. Stonebridge is independent of TRIAD Advisors.
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Education
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2003 - 2005
Grand Valley State University
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1999 - 2003
Grand Rapids Community College
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1992 - 1999
Forest Hills Northern
Community
