Katie Helmstadter (CRD# 6654136) is an Investment Advisor Representative working at Edward Jones in Antigo, WI and has over 7 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2016 - Current | 7 |
| Pagels Destination | Athens, WI | Sep 2015 - Current | 8 |
| Dorinda's Dance Studio | Merrill, WI | Sep 2008 - May 2016 | 7 |
| Connexus Credit Union/liberty Mutual Insurance Company | Wausau, WI | Mar 2013 - Nov 2015 | 2 |
| Oasis Outsourcing - Power Keg | Mason, OH | Sep 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- WI
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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