Christopher Helmick
Christopher Helmick is a registered investment advisor at Converse Team Financial Services, LLC, based in Wichita, KS, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 80 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CTFS does not provide investment management services to individuals and consequently has no assets under management.
Location
2121 N Webb Road, Wichita, KS, 67206
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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.
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Christopher is the owner/proprietor of Custom Alluring Homes LLC, a real estate renovation and property sales business, since 2022. He dedicates minimal time to this activity.
Employment History
Current Registrations
Converse Team Financial Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.