Brady Helmer, financial advisor Moorhead MN
97 score

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 3
John Deere Fargo, ND Dec 2008 - Current 8
Volt Workforce Solutions Fargo, ND Dec 2005 - Current 11
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
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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