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Kurt Ohlson Email & Phone Number
VP of Revenue
at
SETC Pros, Inc.
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Who is Kurt Ohlson? Overview
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Kurt Ohlson is listed as VP of Revenue at SETC Pros, Inc., based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Kurt Ohlson.
Kurt Ohlson previously worked as Financial Services Advisor at Prosper Wealth Partners and Founder at Ameriwest Usa. Kurt Ohlson holds Bachelor Of Science, Business Administration-Marketing from Gies College Of Business - University Of Illinois Urbana-Champaign.
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SETC Pros, Inc.
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Profile bio
About Kurt Ohlson
I am a financial advisor with a unique combination of expertise in income planning, wealth management, cutting-edge technology and digital marketing strategies. With over a decade of experience at ING, where I successfully drove $1.4 billion in variable annuity sales, and 13 years immersed in digital marketing and technology, I bring a fresh, modern approach to financial advising.My focus is on helping individuals, families, and business owners achieve financial security through tailored income solutions, strategic wealth management, and lifetime income strategies. By integrating advanced technology and digital tools into financial planning, I provide clients with innovative solutions, clarity, and confidence to navigate today’s complex financial landscape.Whether guiding retirement planning, optimizing portfolio growth, or creating secure income strategies, my goal is to deliver peace of mind and measurable value to every client. I believe in building lasting relationships, leveraging technology to enhance client engagement, and empowering individuals to achieve their long-term financial goals.Core Expertise:Income Planning & Wealth ManagementLifetime Income Solutions & Retirement StrategiesTechnology Integration in Financial ServicesDigital Marketing & Social Media StrategyBusiness Development & Client Relationship ManagementI’m passionate about combining the art of financial advising with the science of technology to help clients succeed in a constantly evolving world.
Listed skills include Seo, Digital Marketing, Ppc, Web Marketing, and 45 others.
Current workplace
Kurt Ohlson's current company
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8 roles
Kurt Ohlson work experience
A career timeline built from the work history available for this profile.
Financial Services Advisor
Current
Prosper Wealth Partners
I specialize in creating customized income planning solutions to secure financial stability for individuals, families, and business owners. With over 20 years of experience, including leadership at ING where I achieved over $1.4 billion in lifetime sales, I guide clients in developing lifetime income strategies, retirement plans, and wealth preservation.My.
Oct 2024 - Present
Founder
CurrentWe specialize in tax credits. Recently, the surge in Employee Retention Credits (ERCs) has led to many advisory firms promising easy approvals, yet often providing incomplete analyses, especially regarding Full or Partial Suspension of Operations (FPSO) criteria. This can leave businesses exposed to IRS audits and penalties long after firms have collected.
May 2022 - Present
Co-Founder
Experimenters, Data Enthusiasts, and ROI-Driven Marketers – Tired of Being the Best Kept Secret in Your Market? Today’s marketers are data lovers and creative experimenters, always seeking fresh ways to engage audiences while tracking meaningful ROI. Our approach combines data-driven insights with easy, impactful video strategies that bring measurable.
Sep 2020 - May 2022
Vice President
We’re transforming the education industry by significantly reducing the time needed to master valuable online skills. Using the latest in accelerated retention science, we deliver curriculum that maximizes learning efficiency and ensures a fast return on our students' tuition investment.
Jul 2016 - Sep 2020
Co-Founder
Marketing 3.0 | Localbizclicks | White Hat Digital
We provide a complete suite of digital marketing services, from advertising to website development, tailored to the unique needs of your business. By integrating marketing, advertising, and branding into a cohesive, cost-effective strategy, we focus on delivering measurable ROI.
Mar 2011 - Jul 2016
Co-Founder
Incline Funds
Leveraging a portfolio manager who ranked #1 in his trend-following category in 2008, we launched the Incline Fund in April 2009, rapidly growing assets from $0 to $26M. Due to compliance changes after the 2008 financial crisis, we sold the fund to Highland Funds (Pyxis Funds) in May 2011.
Apr 2009 - Mar 2011
Regional Vice President
Delivered expert financial planning strategies focused on income-generating products and wealth management, achieving $1.5 billion in lifetime sales. Provided exceptional client service and advice, building long-term relationships.ING Awards$1 billion in sales (2006)Largest case sold: $30 million (2009)Century Club ($100M+ annual sales, 1999 - 2008)Top Ten.
Jun 1997 - Apr 2009
1 education record
Kurt Ohlson education
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Gies College Of Business - University Of Illinois Urbana-Champaign
FAQ
Frequently asked questions about Kurt Ohlson
Quick answers generated from the profile data available on this page.
What company does Kurt Ohlson work for?
Kurt Ohlson works for SETC Pros, Inc..
What is Kurt Ohlson's role at SETC Pros, Inc.?
Kurt Ohlson is listed as VP of Revenue at SETC Pros, Inc..
Where is Kurt Ohlson based?
Kurt Ohlson is based in Scottsdale, Arizona, United States while working with SETC Pros, Inc..
What companies has Kurt Ohlson worked for?
Kurt Ohlson has worked for Setc Pros, Inc., Prosper Wealth Partners, Ameriwest Usa, Social Simple, and Accelerated Retention Institute.
How can I contact Kurt Ohlson?
You can use AeroLeads to view verified contact signals for Kurt Ohlson at SETC Pros, Inc., including work email, phone, and LinkedIn data when available.
What schools did Kurt Ohlson attend?
Kurt Ohlson holds Bachelor Of Science, Business Administration-Marketing from Gies College Of Business - University Of Illinois Urbana-Champaign.
What skills is Kurt Ohlson known for?
Kurt Ohlson is listed with skills including Seo, Digital Marketing, Ppc, Web Marketing, Online Lead Generation, B2B, Google Adwords, and Business Development.
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