Heidi J. Helmeke
Professional summary
Heidi Jo Helmeke, CFP®, who also goes by Heidi Jo Fuchs, Heidi Fuchs, Heidi Jo Lenzinger, Heidi Jo Leuzinger, Heidi Leuzinger, is a registered financial advisor currently at ENSPYRE WEALTH ADVISORS, INC. located in Woodbury, Minnesota.
Heidi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Heidi has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Heidi Jo Helmeke's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
May 17, 2019 - Present
ENSPYRE WEALTH ADVISORS, INC.
Office #1: 724 Bielenberg Dr. Suite 144, Woodbury, MN 55125January 31, 2014 - July 10, 2019
PRESTIGE WEALTH MANAGEMENT
March 31, 2000 - April 18, 2017
SECURITIES AMERICA, INC.
April 13, 1993 - April 3, 2000
CETERA INVESTMENT SERVICES LLC
November 30, 1992 - April 30, 1993
TRUSTED SECURITIES ADVISORS CORP.
Primary Firm SEC Registration
ENSPYRE WEALTH ADVISORS, INC.
CRD#: 300992 / SEC#: 801-115080
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/17/2019)
Exams
Current Firm
ENSPYRE WEALTH ADVISORS, INC.
CRD#: 300992 / SEC#: 801-115080
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 268 |
| AUM (Assets Under Management) | $ 180,642,870 |
Red Flags
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Company Information
ENSPYRE WEALTH ADVISORS, INC.
CRD#: 300992Woodbury, MN 55125TRUST BUT VERIFY
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