Kyle Alan Ruiter

Current Employers

Employment History

• 05/2022 → 04/2024
  Transamerica Financial Advisors, Inc
  Tucson, AZ
• 02/2021 → 04/2024
  World Financial Group, Ia.
  Tucson, AZ
• 10/2019 → 01/2021
  Bankers Life
  Mesa, AZ
• 08/2018 → 09/2019
  Serta Mattress
  Clear Lake, IA
• 06/2007 → 07/2018
  Dariy Drive Inn
  Goldfield, IA
• 05/2022 → Present
  Sana Benefits
  Austin, TX
• 07/2022 → Present
  Wellmark/Amerigroup/Health Partners
  Des Moines, IA
• 03/2021 → 04/2024
  Wfg Direct
  Tucson, AZ
• 02/2021 → Present
  Pinnacle Insurance
  Warminster, PA
• 10/2023 → Present
  Colonial Life
  Columbia, SC
• 12/2023 → Present
  Proactive Health Management Plan
  Indianapolis, IN
• 04/2024 → 04/2025
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 03/2024 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 10/2021 → Present
  Pfs Financial
  Warminster, PA
• 06/2025 → Present
  Prosper Wealth Partners
  Scottsdale, AZ
• 06/2024 → Present
  Business Innovators
  Maricopa, AZ
• 02/2026 → Present
  Compass Financial Management Llc
  Tampa, FL

Previous Registrations

• 2024-04-11 → 2025-03-07
  Hornor, Townsend & Kent, Llc
  Maricopa, AZ
  Maricopa, AZ
  Conshohocken, PA
• 2022-10-05 → 2024-04-19
  Transamerica Financial Advisors, Llc
  Tucson, AZ
  Tucson, AZ

Other Businesses

1)NAME :INS BROKERAGE|INVEST RELATED: YES|DBA:1847FINANCIAL|POST HELD: AGT|ADD: 45183 W YUCCA LANE, MARICOPA, AZ 85139|START DATE: 4/1/24|NATURE OF ACTIVITY: INS BROKERAGE| HRS/MTH: 10| TRADING HRS/MTH: 10|DESCRIP OF DUTIES: INS SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2)NAME OF ACT:PINNACLE INS|INVEST RELATED: NO|DBA: PINNACLE INSURANCE|POST HELD: AGT|ADD: 45183 W YUCCA LANE, MARICOPA, AZ 85139|START DATE: 4/1/24|NATURE OF ACTIVITY: SELLING MEDICARE SUPP & ADVANTAGE PLANS|HRS/MTH: 40|TRADING HRS/MTH: 40|DESCRIP OF DUTIES: SELLING MEDICARE SUPPLEMENTAL & ADVANTAGE PLANS 3)NAME OF ACT:SANA BENEFITS|INVEST RELATED: NO DBA: SANA BENEFITS|POST HELD: AGT|ADD: 45183 W YUCCA LANE, MARICOPA, AZ 85139|START DATE: 4/1/24|NATURE OF ACTIVITY: SETTING UP SMALL BUSINESSES WITH GROUP HEALTH INS|HRS/MTH: 10|TRADING HRS/MTH: 10|DESCRIP OF DUTIES: SETTING UP SMALL BUSINESSES WITH GROUP HEALTH INS 4)NAME OF ACT:CAPSTONE HEALTH|INVEST RELATED: NO|DBA: CAPSTONE HEALTH|POST HELD: AGT|ADD: 45183 W YUCCA LANE, MARICOPA, AZ 85139|START DATE: 4/1/24|NATURE OF ACT: ANCILLARY TAX-ADVANTAGE PLAN FOR BUSINESS EMPLOYEES|HRS/MTH: 20|TRADING HRS/MTH: 20 DESCRIP OF DUTIES: INITIAL SET UP FOR EMPLOYEE SO THEY CAN ACCESS TELEMEDICINE & OTHER HEALTH BENEFITS FOR THE IND EMPLOYEE 5) NAME OF ACT:PROACTIVE HEALTH MANAGEMENT PLAN|INVEST RELATED: NO|DBA: PROACTIVE HEALTH MANAGEMENT PLAN|POST HELD: AGT|ADD: 45183 W YUCCA LANE, MARICOPA, AZ 85139|START DATE: 4/1/24|NATURE OF ACT: ANCILLARY TAX-ADVANTAGE PLAN FOR BUSINESS EMPLOYEES|HRS/MTH: 20|TRADING HRS/MTH: 20|DESCRIP OF DUTIES: INITIAL SET UP FOR EMPLOYEE SO THEY CAN ACCESS TELEMEDICINE AND OTHER HEALTH BENEFITS FOR THE IND EMPLOYEE 6)NAME OF ACT:WELLMARK/AMERIGROUP/HEALTH PARTNERS|INVEST RELATED: NO|DBA: WELLMARK/AMERIGROUP/HEALTH PARTNERS|POST HELD: AGT|ADD: 45183 W YUCCA LANE, MARICOPA, AZ 85139|START DATE: 4/1/24|NATURE OF ACT: MEDICARE THROUGH WELLMARK BLUE CROSS BLUE SHIELD OF IOWA|HRS/MTH: 5|TRADING HRS/MTH: 5|DESCRIP OF DUTIES: MEDICARE CONTRACT FOR BLUE CROSS BLUE SHIELD OF IOWA. HELPING SMALL BUSINESSES OF IOWA WITH GROUP BENEFITS 7) NAME OF ACT:COLONIAL LIFE|INVEST RELATED: NO|DBA: COLONIAL LIFE|POS HELD: AGT|ADD: 45183 W YUCCA LANE, MARICOPA, AZ 85139|START DATE: 4/1/24|NAT OF ACT: SETTNG UP BUSINESS OWNERS WITH GROUP HEALTH IN|HRS/MTH: 5|TRADING HRS/MTH: 5|DESCRIP OF DUTIES: SELLING GROUP HEALTH BENEFITS 8) GP AGENCY BROKERAGE|POS: Agt|NATURE: Life Insurance brokerage|INVEST RELATED: No|# OF HOURS: 40|TRADING HOURS: 40 START DATE: 4/11/24|ADD: 7000 Six Forks Rd Suite 103, Raleigh NC 27615|DESCRIP: Independent ins broker 9) ENTERPRISE EVOLUTION POSITION: Proprietor/Owner NAT: Provide advice and guidance to organizations to enhance performance, efficiency, and overall effectiveness. Analyze operations, processes, and strategies to identify improvement areas through assessments, data collection, and market trend analysis. Develop tailored solutions to address challenges and seize opportunities, helping organizations achieve their full potential in a competitive business landscape. INVEST RELATED: No|# OF HOURS: 40|TRADING HOURS: 40|START DATE: 5/20/24 ADD: 45183 W Yucca Lane, Maricopa AZ 85139 DESCRIP: Collab with clients to create tailored strategic plans, including market analysis, competitive positioning, and growth strategies. Providing insights and solutions to overcome complex business challenges. Build strong relationships to understand & address clients' evolving needs. 10) TOPNOTCH ERC POST: Referral Partner NATURE: CPA/Accounting Services INVEST RELATED: No|# OF HOURS: 5|TRADING HOURS: 5 START DATE: 5/20/24 ADD: 4252 N Verrado Way, Suite 203, Buckeye AZ 85396, DESCRIP: Connect business owners with a CPA firm that specializes in Employee Retention Tax Credit.11)MANHATTAN LIFE|POST: Agent|NAT: Disability/Health Ins INVEST RELATED: No|# OF HOURS: 5|TRADING HOURS: 5|START DATE: 09/16/24|ADD: 10777 Northwest Freeway, Houston TX 77092|DESCRIPTION: LTC, Home Health Care & Dental Ins plans

Exams

• S66 Uniform Combined State Law Examination
  2022-10-04