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KURT KEVIN HELING
CRD#: 3275944
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Investment Adviser
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Broker
OSAIC WEALTH, INC.CRD#: 23131 1977 AMERICAN DR
STE 202
NEENAH, WI 54956
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2024 - Present (1 year)BWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2004 - 2024 (19 years)BSUNAMERICA SECURITIES, INC. (CRD# 20068)2001 - 2004 (2 years)BSUNAMERICA SECURITIES, INC. (CRD# 20068)1999 - 2001 (1 year)IAWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2014 - 2024 (9 years)
License(s)

State Registrations

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California 1/19/2024

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South Carolina 1/19/2024

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Colorado 1/19/2024

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Washington 1/19/2024

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Florida 1/19/2024

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Washington 1/19/2024

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Michigan 1/19/2024

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Wisconsin 1/19/2024

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Minnesota 1/19/2024

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Wisconsin 1/19/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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OSAIC WEALTH, INC. (CRD#:23131)
1977 AMERICAN DR STE 202, NEENAH, WI 54956
Registered with this firm since 1/19/2024

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OSAIC WEALTH, INC. (CRD#:23131)
1977 AMERICAN DR STE 202, NEENAH, WI 54956
Registered with this firm since 1/19/2024

Previous Registration(s)
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11/18/2014 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) NEENAH, WI
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09/21/2004 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) NEENAH, WI
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10/08/2001 - 09/28/2004 SUNAMERICA SECURITIES, INC. (CRD#:20068) PHOENIX, AZ
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10/15/1999 - 09/17/2001 SUNAMERICA SECURITIES, INC. (CRD#:20068) PHOENIX, AZ
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.