Clinton Helmbrecht
Clinton Helmbrecht is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Columbus, OH, with 18 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
772 S. Front Street Suite 200, Columbus, OH, 43206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clinton manages expenses for Helmbrecht Investment Management and sells fixed insurance products, including life and long-term care insurance, dedicating minimal time to each. He also owns an Airbnb rental property and a condominium rental property, and operates Helmbrecht Wealth Management as a DBA for financial services, taking about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations8 states
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