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HELMSMAN FINANCIAL GROUP, LLC

WOODINVILLE, WA · CRD 113780 · IAPD ↗ · helmsmanfinancial.com · 425-485-0381

$187.2MRegulatory AUM
3Advisory reps
3Employees
1Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — HELMSMAN FINANCIAL GROUP, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.