Daniel Helmer, financial advisor The Woodlands TX
93 score

Daniel Helmer

CRD Number: 5463006
Current Firm: Wells Fargo Clearing Services, LLC

Daniel Helmer (CRD# 5463006) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Conroe, TX Nov 2016 - Current 1
Wells Fargo Bank, N.a. Conroe, TX Oct 2005 - Current 12
Wells Fargo Advisors LLC Conroe, TX Jan 2011 - Nov 2016 5
Wells Fargo Investments, LLC Conroe, TX Nov 2007 - Jan 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Daniel M. Helmer
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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