Trever Helmstead, financial advisor Southfield MI

Trever Helmstead

CRD Number: 4776118
Current Firm: Telemus Capital, LLC

Trever Helmstead (CRD# 4776118) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Telemus Capital, LLC Southfield, MI Jun 2019 - Current 1
Bank Of Ann Arbor Ann Arbor, MI Oct 2016 - Jun 2019 2
Comerica Securities, Inc. Bloomfield Hills, MI Nov 2014 - Oct 2016 1
Comerica Securities, Inc. Detroit, MI May 2008 - Nov 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
Contact Info for Trever M. Helmstead
Phone Number: 248-827-1800
Firm Website: http://www.telemus.com/
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,060
    MILLIONS
  • Total Number of Accounts
    3,949
    ACCOUNTS
  • Average Account Value
    $774,779
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, RI, TX, UT, VA, WA, WI

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