Lee Helmers
Lee Helmers is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lexington, KY, with 25 years of industry experience. Lee 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
444 E Main St Ste 108, Lexington, KY, 40507-1920
Get directionsHistory
Regulatory History (1)
Financial
May 2025Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Keystone Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations9 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
More Advisors
- Elizabeth Chatterton, CFPAmeriprise Financial Services, LLC
- Robert AdamsAmeriprise Financial Services, LLC
- Stephanie Lyttle, CFPAmeriprise Financial Services, LLC
- Geraldine Gordon, ChFCAmeriprise Financial Services, LLC
- Lanah Phillips, CFPAmeriprise Financial Services, LLC
- Myra Ryan, CFPAmeriprise Financial Services, LLC