Daniel M. Helmholdt

HELMHOLDT 360

Grand Rapids, MI 49546

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CRD#: 4648194

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel M Helmholdt

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.

NAME: HELMHOLDT+COMPANY LLP NOT INVESTMENT RELATED ADDRESS: 5940 TAHOE DR SE, GRAND RAPIDS, MI USA 49546 NATURE: CERTIFIED PUBLIC ACCOUNTANTS POSITION: PARTNER START DATE: 01/1983 OTHER BUSINESS HOURS PER MONTH: FULL-TIME EMPLOYMENT HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 95% DUTIES: PARTNER SUPERVISING AND REVIEWING TAX AND ACCOUNTING ENGAGEMENTS, AND PRACTICE ADMINISTRATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mark Helmholdt'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®

None

Experience

Current

February 10, 2011 - Present

HELMHOLDT 360, LLC

Office #1: 5940 Tahoe Dr. Se, Grand Rapids, MI 49546

RIA

CRD#: 125562

Grand Rapids, MI

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

Michigan
(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

State Security Law Exam

IAR

Series 65

Date: 2/7/2011

Uniform Investment Adviser Law Examination

Current Firm

HELMHOLDT 360, LLC

CRD#: 125562 / SEC#:

Michigan

Registered Investment Advisory firm - (1/27/2004 Approved)

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Contact information

Main Address

5940 Tahoe Dr. Se, Grand Rapids, MI 49546

Mailing Address

Phone number

(616) 949-7250

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel M. Helmholdt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mark Helmholdt's CRS (Customer Relationship Summary).

Certified licenses

Experience

HELMHOLDT 360, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2011

Current Firm

HELMHOLDT 360, LLC

Contact information

Documents

Red Flags

Company Information

HELMHOLDT 360, LLC

TRUST BUT VERIFY

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