Heather Nicole Ulz

Current Employers

Employment History

• 01/1997 → 01/2024
  Life Pro Insurance Pkwy
  Solana Beach, CA
• 08/2016 → 02/2025
  Lifepro Asset Management
  San Diego, CA
• 01/1997 → 01/2024
  Lifepro Insurance Marketing
  San Diego, CA
• 01/1997 → 11/2016
  Voya Financial Advisors
  San Diego, CA
• 01/2024 → Present
  Simplicity Group Holdings
  Summit, NJ
• 02/2025 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2016-12-12 → 2025-02-14
  Lifepro Asset Management
  San Diego, CA

Other Businesses

1)LIFEPRO FINANCIAL SERVICES; INVESTMENT RELATED;11512 EL CAMINO REAL, STE 100 SAN DIEGO, CA 92130; FINANCIAL SERVICES; CEO;01/13/1997;160 HOURS PER MONTH ALL OF WHICH DURING TRADING HOURS; DAILY MANAGEMENT, LEADERSHIP, AND MENTORSHIP FOR ENTIRE COMPANY. 2) ALS ASSOCIATION GREATER SAN DIEGO CHAPTER; NON-INVESTMENT RELATED;1980 PEACOCK BLVD, STE A, OCEANSIDE, CA 92056; NONPROFIT ORGANIZATION; TREASURER/BOARD MEMBER; START DATE 03/2019; END DATE 12/2023; 3 HOURS PER MONTH OF WHICH 2 ARE DURING TRADING HOURS; ATTEND BI-MONTHLY BOARD MEETINGS, AUTHORIZE PAYMENTS OF OUTSIDE VENDORS, CONFIRM ACCURATE REPORTING OF FINANCIAL STATEMENTS BY OUTSIDE ACCOUTNING SERVICE, RELAY FINANCIAL STATUS OF ALSASD TO FELLOW BOARD MEMBERS. 3) Simplicity Group Holdings Inc, 86 Summit Ave, Ste 303, Summit, NJ 07901, Start Date: 01/01/2024; EVP Operations, Investment related; Integration of operational platform with Simplicity Group; 20 hours a month; 3 hours during trading hours; $200,000 annually (salary)

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-01
• S63 Uniform Securities Agent State Law Examination
  1999-04-19

Other Names

• Heather Nicole Willis