Cory Helmbrecht is a registered investment advisor, based in Chesterton, IN, with 11 years of industry experience.
Location
3100 Village Point, Ste 200, Chesterton, IN, 46304
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Regulatory History
Clean regulatory record
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.
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Cory manages rental equipment for NWI Trailer Rentals, Inc. This activity, which started in September 2023, takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
May 2020 - Present · 6 yrs 2 mos
Captrust
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
Lakeside Wealth Management Group, LLC
May 2015 - June 2020 · 5 yrs 1 mo
First Allied Securities, INC.Broker
March 2015 - May 2020 · 5 yrs 2 mos
State Registrations7 states
AZCACTFLILINMI
AdvisorBrokerBoth
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
No exam information available for this advisor.