William D Heiting

Current Employers

Employment History

• 02/1972 → 01/2022
  New York Life Insurance
  Marshfield, WI
• 09/1982 → 01/2022
  Nylife Securities Inc.
  Marshfield, WI
• 04/2005 → Present
  Heiting Insurance Agency Lll
  Marshfield, WI
• 06/2011 → 01/2022
  Eagle Strategies Llc
  Marshfield, WI
• 04/2019 → Present
  Retirement Wealth Solutions Llc
  Marshfield, WI

Previous Registrations

• 2011-06-06 → 2022-01-27
  Eagle Strategies Llc
  Marshfield, WI

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. DBA HEITING INSURANCE AGENCY, LLC - THROUGH THIS I SELL INDIVIDUAL HEALTH INSURANCE, GROUP HEALTH INSURANCE, INDIVIDUAL DISABILITY INCOME, GROUP TERM LIFE INSURANCE AND GROUP LONG TERM AND SHORT TERM DISABILITY] [Marshfield Area Community Foundation; Establish endowments that benefit community; 907 M. Central Avenue, Marshfield, WI 54449; Start Date: 05/2013; Role/Title: Board Member; Not investment related; 5 hours per month; 2 hours per month during securities trading hours] [NYLARC; reinsurance company; 210 Park Avenue 2nd Floor Florham Park, N 07932; Start Date 12/2001; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RETIREMENT WEALTH SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MARSHFIELD, WI; START DATE: 04/2019] [VARIO American Center LLC; private equity investment; 1111 Deming Way Suite 103 Madison WI 53717; Start Date 12/2019; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [The Landings on Lake Minocqua Condo Association; I have a condo and there are a total of 12 units, I am one of the 4 board of directors. Board meeting are held once a year unless a special meeting is called.; 8474 Rogers Drive, Minocqua, WI 54548; Start Date 07/2020; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Dioceses Of La Crosse; Catholic Dioceses for the enrichment of Catholics; 3710 East Ave. S. La Crosse, WI 54601; Start Date 07/2020; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; sub-committee member for financial strategic planning for the Dioceses] [PRECIOUS METALS AND MINERS SPECULATIVE FUND, LP; this is a private placement in a limited partnership. Passive Investment in a private placement. PMMSF Partners, LLC; 1111 Deming Way, Suite 103, Madison, WI 53717-2904; Start Date 08/2020; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Policy Confluence Inc; this is a private placement in a limited partnership. Passive investment in a private placement. Policy Confluence Inc; 8001 Terrace Ave Suite 201, Middleton WI 53562; Start Date 08/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2011-06-01
• S63 Uniform Securities Agent State Law Examination
  1984-06-14