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).
Total Assets Under Management9MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$361,471
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.
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.