Kurt Kevin Heling

Current Employers

Employment History

• 01/1998 → 12/2019
  Alberts + Heling Cpa:LLc
  Appleton, WI
• 09/2004 → 01/2024
  Woodbury Financial Services
  Neenah, WI
• 08/2019 → Present
  Heling & Associates Cpa, Llc
  Neenah, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Neenah, WI

Previous Registrations

• 2014-11-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Neenah, WI
  Neenah, WI

Other Businesses

1) VALLEY ACADEMY FOR THE ARTS INC POSITION: Treasurer NATURE: Non-Profit Arts Academy INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 139 N Lake St, Neenah WI 54956, United States DESCRIPTION: Treasurer of Non-Profit Entity 2) KURT HELING QUARTER HORSES LLC POSITION: managing member NATURE: LLC taxed as a sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2007 ADDRESS: 3278 Old Military Rd, DePere WI 54115, United States DESCRIPTION: Managing member in charge of sales, accounting, and operations. 3) Kurt Heling CPA, Fixed Insurance Services POSITION: Sole proprietor NATURE: Non-variable life & annuity contracts INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999 ADDRESS: 1977 American Dr, Neenah WI 54956, United States DESCRIPTION: non-variable life & annuity sales 4) INSURANCE-DISABILITY POSITION: Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 1977 American Dr, Neenah WI 54956, United States DESCRIPTION: Disability insurance sales through Unum, Principal, and IDU. 5) TENACITY ADVISOR GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices 6) LIFE INSURANCE-SYMMETRA POSITION: Agent NATURE: Term life insurance through Symmetra INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2025 ADDRESS: 2700 Vernon Dr, Neenah WI 54956, United States DESCRIPTION: writing term life insurance policies through Symmetra 7) KURT K HELING CPA POSITION: Sole proprietor NATURE: Non-variable life & annuity contracts INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999 ADDRESS: 1977 American Dr, Neenah WI 54956, United States DESCRIPTION: non-variable life & annuity sales 8)HELING & ASSOCIATES CPA'S LLC POSITION: managing member NATURE: CPA firm, providing tax and accounting services to individuals and small businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2019 ADDRESS: 1977 American Dr, Suite 202, Neenah WI 54956, United States DESCRIPTION: tax and accounting services for individuals and small businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-14
• S63 Uniform Securities Agent State Law Examination
  1999-10-14