Kameron Helmuth (CRD# 6007191) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 11 years of experience in the finance industry. Kameron Helmuth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 2362499
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vestia Advisors, LLC | Fort Wayne, IN | May 2019 - Current | 4 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2018 - May 2019 | < 1 |
| Cetera Investment Advisers LLC | Fort Wayne, IN | Jun 2018 - May 2019 | < 1 |
| The State Bank And Trust Co | Fort Wayne, IN | Jun 2018 - May 2019 | < 1 |
| Pnc Investments | Pittsburgh, PA | May 2016 - Jun 2018 | 2 |
| Pnc Investments | Fort Wayne, IN | Apr 2015 - May 2016 | 1 |
| Pnc Bank | Huntington, IN | Jul 2012 - Apr 2015 | 2 |
| Pnc Investments | Huntington, IN | Jul 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- IN
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Total Assets Under Management668MILLIONS
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Total Number of Accounts3,325ACCOUNTS
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Average Account Value$201,035
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, OH, OR, SC, TN, TX, UT, VA, WA, WI
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