Kurt Steven Altrichter

Current Employers

Life, Inc. Retirement Services

Delaware, OH • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APP_PEND_IARCE	2026-01-01
NY	RA	APPROVED	2021-06-23
OH	RA	APPROVED	2020-11-05

MN RA
APP_PEND_IARCE

Since 2026-01-01
NY RA
APPROVED

Since 2021-06-23
OH RA
APPROVED

Since 2020-11-05

Branch Locations

Saint Paul, MN • United States

Delaware, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Highmark Wealth Management	St. Paul	MN	07/2012	05/2019
Heritage Wealth Architects	St. Paul	MN	02/2020	Present
Heritage Wealth Architects, Inc.	St. Paul	MN	06/2019	02/2020
Life, Inc. Retirement Services	Columbus	OH	11/2020	Present

07/2012 → 05/2019

Highmark Wealth Management

St. Paul, MN
02/2020 → Present

Heritage Wealth Architects

St. Paul, MN
06/2019 → 02/2020

Heritage Wealth Architects, Inc.

St. Paul, MN
11/2020 → Present

Life, Inc. Retirement Services

Columbus, OH

Previous Registrations

2019-06-03 → 2020-10-26

Boyum Wealth Architects Llc

Bloomington, MN
2017-01-26 → 2019-07-09

Highmark Wealth Management Llc

St. Paul, MN

Other Businesses

1. Saint Thomas Academy Alumni Association Board of Directors; Not Investment Related; 951 Lake Drive, Mendota Heights, MN 55120; Nature: Charitable Organization; Mr. Altrichter's title is Board Treasurer; Start Date: September, 2015 - Present; 2 hours/month - 0 during trading hours. 2. Army National Guard; Not Investment Related; 1115 Wright Street, Brainerd, MN 56401; Mr. Altrichter's title is Infantry Officer; Start Date: October, 2012 - Present; 15-20 hours/month - 0 during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-26

S65 Uniform Investment Adviser Law Examination

2017-01-26

View on SEC IAPD