Helland Investment Management, Inc.

Helland Investment Management, Inc. (CRD# 148166) is a financial advisory firm headquartered in Tulsa, OK. They manage $8,675,304 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $361,471
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Helland Investment Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark P. Helland
CRD#: 4519427
5800 E. Skelly Drive, #900, Tulsa, OK 74135
93
Wealthminder
score

Mark Helland (CRD# 4519427) is an Investment Advisor Representative working at Helland Investment Management, Inc. in Tulsa, OK and has over 16 years of experience in the finance industry.

2
Wilmer G. Elliott
CRD#: 4518288
5800 E. Skelly Drive, #900, Tulsa, OK 74135
90
Wealthminder
score

Wilmer Elliott (CRD# 4518288) is an Investment Advisor Representative working at Helland Investment Management, Inc. in Tulsa, OK and has 1 year of experience in the finance industry. Wilmer Elliott 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.

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