Kameron J. Helmuth
VESTIA PERSONAL WEALTH ADVISORS
Fort Wayne, IN 46804
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CRD#: 6007191
Professional summary
Kameron J Helmuth, CFP®, who also goes by Kameron Helmuth, is a registered financial advisor currently at VESTIA PERSONAL WEALTH ADVISORS located in Fort Wayne, Indiana.
Kameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kameron has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kameron Helmuth
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.
1. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); 9121 ILLINOIS RD STE. 51, FORT WAYNE, IN 46804; LICENSED VESTIA ADVISORS, LLC PERSONNEL MAY OFFER OR REFER INSURANCE SOLUTIONS TO INVESTMENT ADVISORY CLIENTS. THESE INSURANCE ACTIVITIES SOMETIMES RESULT IN COMMISSION PAYMENTS OR REVENUE SHARING TO VESTIA INSURANCE, LLC. A CONFLICT OF INTEREST EXISTS ANYTIME COMPENSATION IS INVOLVED. IN AN EFFORT TO REDUCE CONFLICTS OF INTEREST, FINANCIAL ADVISORS AT VESTIA DO NOT RECEIVE INDIVIDUAL COMMISSION PAYMENTS FROM ANY INSURANCE PROVIDER OR AGENCY. WHILE THE ADVISOR IS NOT PAID A DIRECT COMMISSION, OUR HOLDING COMPANY, AS WELL AS OUR FIRM PERSONNEL BENEFIT FROM THIS ARRANGEMENT SINCE REVENUE EARNED FROM THIS BUSINESS ACTIVITY MAY BE USED TO OFFSET OPERATING EXPENSES, PROVIDE SHAREHOLDER DISTRIBUTIONS, ETC. OUR ADVISORY FIRM AND ITS ASSOCIATES TAKE THEIR RESPONSIBILITIES SERIOUSLY AND RECOMMEND INSURANCE SOLUTIONS WE BELIEVE ARE APPROPRIATE FOR EACH CLIENT. MANAGING MEMBER; 03/2019-PRESENT; 4-5 HRS/MO DURING TRADING HRS; DUTIES INCLUDE INTRODUCING CLIENTS TO POTENTIAL SOLUTIONS. 2. NORTHERN INDIANA BBQ SERIES; NOT INVESTMENT RELATED; 15492 BEARS BREECH CT HUNTERTOWN, IN 46748; NON-PROFIT SOCIAL CLUB FOR BBQ; TREASURER; 04/2018-PRESENT; 1 HRS/MO 0 DURING TRADING HRS; DUTIES INCLUDE COLLECTING MEMBERSHIP DUES AND MANAGING WEBSITE. 3. STATE BANK; INVESTMENT RELATED; 12832 COLDWATER RD, FORT WAYNE, IN 46845; LENDING PARTNER IN MEDICAL/DENTAL SPACE; 1099 CONSULTANT AND ADVISORY MEMBER; 1/1/2020; 2 HRS/MO BOTH DURING TRADING HOURS; ADVISORY BOARD MEMBER. 4. VESTIA VENTURES, LLC; MEMBER OF SPVS MIRUS AND MIRUS QP, CONSULTING FIRM, AND ANGEL INVESTOR; 9121 ILLINOIS RD. STE. 51, FT WAYNE, IN 46804; MANAGING MEMBER; 08/2021; 10 HRS/MO; 4 HRS/MO DURING TRADING HOURS; INTRODUCTION TO PHYSICIANS 5. HOOSIER HOROLOGY; NOT INVESTMENT RELATED; FORT WAYNE, IN; SOURCING, WRISTWATCHES; SELF; 06/2025; 5 HRS/MO 0 DURING TRADING HRS; DUTIES INCLUDE SOURCING, BUYING AND SELLING WRISTWATCHES.
CRS (Client Relationship Summary) - RIA
Click below to view Kameron J Helmuth'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: 2018
Experience
Current
May 28, 2019 - Present
VESTIA PERSONAL WEALTH ADVISORS
Office #1: 9121 Illinois Road Suite 51, Fort Wayne, IN 46804RIA
CRD#: 290565
Fort Wayne, IN
Past
June 14, 2018 - May 22, 2019
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
FORT WAYNE, IN
Past
June 14, 2018 - May 22, 2019
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
FORT WAYNE, IN
Past
January 28, 2013 - June 5, 2018
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
FORT WAYNE, IN
Past
August 9, 2012 - June 5, 2018
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
FORT WAYNE, IN
Past
May 11, 2012 - July 23, 2012
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FORT WAYNE, IN
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".
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 Approved)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
Indiana(5/28/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9121 Illinois Road Suite 51, Fort Wayne, IN 46804
Mailing Address
Phone number
(877) 669-1126
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,829 |
| AUM (Assets Under Management) | $ 827,349,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 10/30/2024 | ||
| 02/28/2023 |
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.
