Randall Helt
Randall Helt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Dayton, OH, with 28 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
7887 Washington Village Dr, Suite 200, Dayton, OH, 45459
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business Activities
Randall owns real estate and another business. He also works for Heick, Hester, Smith & Associates LLC, dedicating about a quarter of his time during trading hours and overall.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Edward JonesBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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