Paige Heltemes (CRD# 7120694) is an Investment Advisor Representative working at The Wealth Group - Austin B. Colby & Associates in Eden Prairie, MN and has over 3 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Wealth Group | Eden Prairie, MN | Jan 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Eden Prairie, MN | Oct 2020 - Jul 2021 | < 1 |
| Raymond James Financial Services Advisors, Inc. | Eden Prairie, MN | Oct 2020 - Jul 2021 | < 1 |
| Raymond James Financial Services, Inc. | Eden Prairie, MN | May 2019 - Oct 2020 | 1 |
| North Central University | Minneapolis, MN | Sep 2018 - Dec 2019 | 1 |
| Paul A Knier, Inc. | Big Lake, MN | Dec 2012 - Dec 2019 | 7 |
| St. Cloud State University | St. Cloud, MN | Aug 2017 - May 2018 | < 1 |
| Anoka Ramsey Community College | Coon Rapids, MN | Aug 2016 - May 2018 | 1 |
| Homeschool | Big Lake, MN | Jan 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- MN
-
Total Assets Under Management460MILLIONS
-
Total Number of Accounts2,132ACCOUNTS
-
Average Account Value$215,660
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IL, LA, MN, TN, TX, WI
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