Brady Helmer, financial advisor Moorhead MN

Brady Helmer

CRD Number: 6175543
Current Firm: Edward Jones
Brady Helmer (CRD# 6175543) is an Investment Advisor Representative working at Edward Jones in Moorhead, MN and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones St. Louis, MO Apr 2013 - Current 7
John Deere Fargo, ND Dec 2008 - Current 12
Volt Workforce Solutions Fargo, ND Dec 2005 - Current 15
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) May 2013
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Brady L. Helmer
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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