Daniel Mark Helmholdt
Professional Summary
Daniel Mark Helmholdt, who also goes by Daniel M Helmholdt, is a registered financial advisor currently at HELMHOLDT 360, LLC located in Grand Rapids, Michigan. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel M Helmholdt
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
HELMHOLDT 360, LLC
Contact Information
Main Address
5940 Tahoe Dr. Se, Grand Rapids, MI 49546Phone Number
(616) 949-7250# of Employees
3Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/10/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Mark Helmholdt's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC