Robert Charles Kulle

Current Employers

Employment History

• 12/2004 → Present
  Nfp Advisor Services
  Austin, TX
• 02/2016 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 03/2016 → Present
  Heritage Capital Stratetgies, Inc.
  Westlake Village, CA

Previous Registrations

• 2012-04-25 → 2016-03-17
  Kestra Investment Services, Llc
  Westlake Village, CA
  Westlake Village, CA
  West Hills, CA

Other Businesses

1) Capital Architects, LLC; 2816 Townsgate Road, Suite 120, Westlake Village, CA 91361; 05/01/2012; Partner; LLC has never been active; Not Investment Related; 0 hours/month; 0 hours/month during business hours; No compensation. 2) Exit Planning Institute (EPA); https://exit-planning-institute.org/; 09/2020; Board Member; Help build local chapter membership and develop meeting content; Not investment related; 1 hour/month; 0 hours/month during business hours; No compensation. 3) Gallagher; 7818 Big Sky Drive, Suite 112, Madison, WI 53716; 10/2015; Agent; Refer long-term care and disability insurance clients to Alec Herring, help troubleshoot issues related to coverage/renewal; Investment related; 1 hour/month; 1 hour/month during business hours; Commissions. 4) Liden, Nestle, Soled & Associates; 2535 Townsgate Road, Suite 110, Westlake Village, CA 91361; 03/2014; TPA; Provide support for clients that have TPA issues; Investment related; 1 hour/month; 1 hour/month during business hours; Commissions. 5) HERITAGE CAPITAL STRATETGIES, INC.; POSITION: President NATURE: Life insurance and financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/15/2016 ADDRESS: 2555 Townsgate Road #105, Westlake Village CA 91361, United States; DESCRIPTION: I am the President of HCS and act as a life insurance agent and registered rep.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-19
• S63 Uniform Securities Agent State Law Examination
  1998-10-14

Other Names

• Chuck Kulle