Inactive

Alan David Heltzel

Planvision, LLC

Fuquay-Varina, NC

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Current Employers

Planvision, Llc

Fuquay-Varina, NC • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2024-01-18

MO RA
APPROVED

Since 2024-01-18

Branch Locations

Fuquay-Varina, NC • United States

Joplin, MO • 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
Southwest Missouri Bank	Joplin	MO	06/2018	12/2023
Planvision, Llc	Fuquay-Varina	NC	01/2024	Present
United Way Of Southwest Missouri	Joplin	MO	12/2017	06/2018
Sign Designs	Joplin	MO	10/2016	12/2017
Crowder College	Neosho	MO	07/2012	12/2016
Dh Consulting, Llc	Joplin	MO	01/2009	09/2016

06/2018 → 12/2023

Southwest Missouri Bank

Joplin, MO
01/2024 → Present

Planvision, Llc

Fuquay-Varina, NC
12/2017 → 06/2018

United Way Of Southwest Missouri

Joplin, MO
10/2016 → 12/2017

Sign Designs

Joplin, MO
07/2012 → 12/2016

Crowder College

Neosho, MO
01/2009 → 09/2016

Dh Consulting, Llc

Joplin, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-18

S65 Uniform Investment Adviser Law Examination

2024-01-18

View on SEC IAPD

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