Kurt Ohlson personal email
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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.
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Vp Of RevenueSetc Pros, Inc.Scottsdale, Az, Us -
Financial Services AdvisorProsper Wealth Partners Oct 2024 - PresentI 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 approach blends deep market expertise with cutting-edge tools and personalized service to deliver results-driven strategies aligned with each client's goals. Whether maximizing retirement income or planning for future generations, I am committed to providing sustainable, effective solutions that empower financial confidence and success.Awards and Achievements at ING$1 billion in sales (2006)Largest case sold: $30 million (2009)Century Club ($100M+ annual sales (1999–2008)Top Ten in Sales (1999–2008)Chairman, Sales Support Committee (2003–2007)
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FounderAmeriwest Usa May 2022 - PresentScottsdale, Arizona, UsWe 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 their fees.At our firm, we prioritize individualized service through in-depth research and tailored eligibility assessments. We carefully evaluate each client’s unique impact from COVID-19, aligning with federal, state, and local mandates. Our ERC reports cover payroll data, eligibility, and credit calculations to ensure full transparency and compliance, helping businesses maximize their credit safely and effectively. -
Co-FounderSocial Simple Sep 2020 - May 2022Experimenters, 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 results. Join the movement to build your brand visibility and connect with your market like never before. -
Vice PresidentAccelerated Retention Institute Jul 2016 - Sep 2020Scottsdale, Arizona, UsWe’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. -
Co-FounderMarketing 3.0 | Localbizclicks | White Hat Digital Mar 2011 - Jul 2016We 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.
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Co-FounderIncline Funds Apr 2009 - Mar 2011Leveraging 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.
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Regional Vice PresidentIng Jun 1997 - Apr 2009Amsterdam Zuidoost, NlDelivered 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 in Sales (1999 - 2008)Chairman, Sales Support Committee (2003 - 2007)
Kurt Ohlson Skills
Kurt Ohlson Education Details
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Gies College Of Business - University Of Illinois Urbana-ChampaignBusiness Administration-Marketing
Frequently Asked Questions about Kurt Ohlson
What company does Kurt Ohlson work for?
Kurt Ohlson works for Setc Pros, Inc.
What is Kurt Ohlson's role at the current company?
Kurt Ohlson's current role is VP of Revenue.
What is Kurt Ohlson's email address?
Kurt Ohlson's email address is ko****@****ail.com
What schools did Kurt Ohlson attend?
Kurt Ohlson attended Gies College Of Business - University Of Illinois Urbana-Champaign.
What are some of Kurt Ohlson's interests?
Kurt Ohlson has interest in Chicago Bears, Community Service, Reining Horses, Anything Outdoors, My Family.
What skills is Kurt Ohlson known for?
Kurt Ohlson has skills like Seo, Digital Marketing, Ppc, Web Marketing, Online Lead Generation, B2b, Google Adwords, Business Development, Advertising, Marketing, Online Advertising, Internet Strategy.
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