Bronson Helt, financial advisor Fort Madison IA
90 score

Bronson Helt

CRD Number: 6089686
Current Firm: Ameriprise Financial Services, Inc.

Bronson Helt (CRD# 6089686) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fort Madison, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Fort Madison, IA Jul 2012 - Current 4
Iowa State University Ames, IA Aug 2008 - Current 8
Climax Molybdenum Fort Madison, IA May 2011 - Aug 2011 < 1
Climax Molybdenum Fort Madison, IA May 2010 - Aug 2010 < 1
Papa John's Pizza Ames, IA Feb 2010 - May 2010 < 1
Paul Revere's Pizza Fort Madison, IA May 2009 - Aug 2009 < 1
School Fort Madison, IA Sep 2001 - Jun 2008 6
Pizza Hut Fort Madison, IA May 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Bronson K. Helt
Phone Number: 612-671-3131
Registered State(s):
  • IA
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
90
Clean Record
This advisor has a clean track record with regulators.

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