Rachel Helfinstine, financial advisor Austin TX
93 score

Rachel Helfinstine

CRD Number: 5386919
Current Firm: Ameriprise Financial Services, Inc.

Rachel Helfinstine (CRD# 5386919) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Austin, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Austin, TX Nov 2015 - Current 1
Td Ameritrade Austin, TX Sep 2011 - Nov 2015 4
Ameriprise Financial Services, Inc. Austin, TX Apr 2009 - Sep 2011 2
Unemployed Austin, TX Jan 2009 - Mar 2009 < 1
Ameriprise Financial Services Inc. Austin, TX Jul 2007 - Dec 2008 1
Jimmy'z San Marcos, TX Aug 2005 - May 2007 1
Texas State University San Marcos, TX May 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Rachel N. Helfinstine
Phone Number: 612-671-3131
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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