Kurtis Jay Stroemel

Current Employers

Employment History

• 06/2002 → Present
  Hr&S Financial Services, Llc
  Philadelphia, PA
• 12/1999 → Present
  Heffler, Radetich & Saitta, Llp
  Philadelphia, PA
• 09/2002 → Present
  Ohio National Life Insurance Company
  Cincinnati, OH
• 01/2000 → Present
  Self-Employed Tax Preparer
  Voorhees, NJ
• 02/2009 → Present
  Managed Account Services, Llc
  Wayne, PA
• 11/2009 → Present
  Realta Equities, Inc.
  Cincinnati, OH
• 12/2008 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE

Previous Registrations

• 2008-05-06 → 2008-12-16
  Uvest Financial Services Group, Inc.
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
• 2005-05-17 → 2006-12-31
  Plymouth Advisors, Llc
  Philadelphia, PA
• 2005-01-06 → 2006-05-03
  On Investment Management Co
  Philadelphia, PA
• 2004-02-12 → 2004-12-31
  On Investment Management Co
  Philadelphia, PA

Other Businesses

1. HR&S FINANCIAL SERVICES, LLC; 1515 MARKET STREET, SUITE 1700, PHILADELPHIA, PA 19102; INVESTMENT-RELATED; INSURANCE SALES, INCLUDING GROUP INSURANCE (HEALTH, DENTAL, LIFE, LONG-TERM DISABILITY, LTC AND EAP), INDIVIDUAL LIFE, HEALTH, LTC, DISABILITY AND WORKPLACE INSURANCE; PRESIDENT RESPONSIBLE FOR OVERSEEING AND MANAGING THE BUSINESS. THE MAJORITY OF TIME (INCLUDING DURING SECURITIES HOURS) IS DEVOTED TO THIS POSITION. 2. REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 3. KURTIS J. STROEMEL, CPA, 6 HORSESHOE DRIVE, VOORHEES, NJ 08043 - NON-INVESTMENT RELATED - TAX RETURN PREPARATION. PREPARATION OF A FEW FAMILY AND FRIENDS TAX RETURNS GENERATING A MINIMUM AMOUNT OF REVENUE AND INCOME. THE ESTIMATED NUMBER OF HOURS DEVOTED IS 20 HOURS DURING THE YEAR AND 0 HOURS DURING SECURITIES TRADING HOURS. 4. HEFFLER, RADETICH & SAITTA LLP: CPA FIRM IS RELATED ENTITY OF HR&S FINANCIAL SERVICES, LLC. PARTNER/CONTROLLER. 5. HOLDS DIRECTOR POSITION ON THE FOLLOWING COMPANY BOARDS: CAMDEN COUNTY COLLEGE FOUNDATION (VICE CHAIR), VOORHEES TWP. DEMOCRATIC CLUB (TREASURER), 6. TREASURER OF VOORHEES TOWNSHIP POLICE FOUNDATION, NON-PROFIT CHARITY, LOCATED AT 1180 White Horse Rd, Voorhees, NJ. LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS. 7. NOCITO & RAVITZ FOR VOORHEES TOWNSHIP COMMITTEE/TREASURER FOR POLITICAL CAMPAIGN/ACTIVITIES INCLUDE: DEPOSITS OF CHECKS DONATED, PAY THE BILLS, AND FILE REPORTS ON BEHALF OF CAMPAIGN. NO COMPENSATION; 1 HR OR LESS PER WEEK/NONE DURING NORMAL BUSINESS HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-12
• S63 Uniform Securities Agent State Law Examination
  2003-03-03

Other Names

• Kurt Stroemel
• Kurtis J. Stroemel
• Kurt Stroemel
• Kurt Stroemel