PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
KEVIN HELD

Welfare broker

KEVIN HELD

Mailing address (most recent filing)

3535 GRANDVIEW PKWY #300

BIRMINGHAM, AL 35243

Total comp: $29K
Commissions: $28K
Fees: $922
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for KEVIN HELD.

No sponsors where KEVIN HELD is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
KEVIN HELD

Welfare broker

KEVIN HELD

Mailing address (most recent filing)

3535 GRANDVIEW PKWY #300

BIRMINGHAM, AL 35243

Total comp: $29K
Commissions: $28K
Fees: $922
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for KEVIN HELD.

No sponsors where KEVIN HELD is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms