Daniel Helmholdt is a registered investment advisor at Helmholdt 360, LLC, based in Grand Rapids, MI, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Location
5940 Tahoe Dr. Se, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a partner at Helmholdt+Company LLP, a certified public accounting firm, since 1983. This is a full-time role, with 95% of his time spent during securities trading hours supervising and reviewing tax and accounting engagements, and practice administration.
Employment History
Current Registrations
Helmholdt 360, LLC
State Registrations1 state
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