Helmsman Financial Group, LLC

Helmsman Financial Group, LLC (CRD# 113780) is a financial advisory firm headquartered in Woodinville, WA. They manage $154,987,050 in 266 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $582,658
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Helmsman Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Shelby M. Miller
CRD#: 4713127
17330 135th Ave Ne, Suite 2a, Woodinville, WA 98072

Shelby Miller (CRD# 4713127) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 20 years of experience in the finance industry.

2
Brandon D. Springer
CRD#: 6393142
17330 135th Ave Ne, Suite 2a, Woodinville, WA 98072

Brandon Springer (CRD# 6393142) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 9 years of experience in the finance industry.

3
Douglas D. Springer
CRD#: 1032845
17330 135th Ave. Ne, Suite 2a, Woodinville, WA 98072

Douglas Springer (CRD# 1032845) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 31 years of experience in the finance industry.

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