Rick O. Helbing
ACCURATE WEALTH MANAGEMENT
Wesley Chapel, FL 33544
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CRD#: 1348165
Professional summary
Rick Orin Helbing, CFP®, who also goes by Rick O Helbing, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Wesley Chapel, Florida.
Rick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Rick has worked at 9 firms and has passed the Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rick O Helbing
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Rick Orin Helbing's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
April 3, 2026 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
Wesley Chapel, FL
Past
October 29, 2020 - April 15, 2026
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Sarasota, FL
Past
January 7, 2016 - November 6, 2020
PARTNERVEST ADVISORY SERVICES LLC
RIA
CRD#: 113621
Sarasota, FL
Past
July 8, 2010 - March 30, 2016
SUNCOAST ADVISORY GROUP
RIA
CRD#: 153239
SARASOTA, FL
Past
September 8, 2009 - August 8, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
SARASOTA, FL
Past
March 16, 2006 - July 15, 2010
SUNCOAST ADVISORY GROUP
RIA
CRD#: 141611
SARASOTA, FL
Past
January 5, 1995 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
SARASOTA, FL
Past
January 10, 1994 - December 31, 1994
DONNELLAN HAYLETT & CO., INC.
BD
CRD#: 23571
SARASOTA, FL
Past
June 26, 1985 - December 31, 1993
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/3/2026)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)PREMIUM
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
Red Flags
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Company Information
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Wesley Chapel, FL 33544TRUST BUT VERIFY
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