Unclaimed Profile

Curzon Mark Heaselden

KELLOGG ASSET MANAGEMENT, LLC·GREEN BAY, Wisconsin

Clean record14 years registeredKELLOGG ASSET MANAGEMENT, LLC

200 NORTH ADAMS STREET, GREEN BAY, WI 54301CRD# 4918193Firm CRD# 150031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curzon Mark Heaselden · GREEN BAY, WI

Registration

CRD #4918193 · KELLOGG ASSET MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KELLOGG ASSET MANAGEMENT, LLC

KELLOGG ASSET MANAGEMENT, LLC

Jun 2012 – Aug 2017

GREEN BAY, WI

Registrations & Exams

Registration record

First registered · June 5, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KELLOGG ASSET MANAGEMENT, LLC

CRD 150031 · SEC 801-70113

AUM

$2.5B

Regulatory assets under management

Employees

115 client accounts

Services offered by KELLOGG ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at KELLOGG ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Curzon Mark Heaselden offer?

Curzon Mark Heaselden specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Curzon Mark Heaselden's credentials?

Curzon Mark Heaselden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curzon Mark Heaselden located?

Curzon Mark Heaselden is based in GREEN BAY, Wisconsin, last registered with KELLOGG ASSET MANAGEMENT, LLC.

How does Curzon Mark Heaselden charge for services?

Curzon Mark Heaselden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KELLOGG ASSET MANAGEMENT, LLC?

KELLOGG ASSET MANAGEMENT, LLC has approximately 11 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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