Daniel Mark Helmholdt
Financial advisor at Helmholdt 360, LLC · Grand Rapids, MI
Last updated 2026-10-10
Claim your profileDaniel Mark Helmholdt is a financial advisor at Helmholdt 360, LLC in Grand Rapids, MI, CRD 4648194. Licenses and exams on the registration: Series 65. IAPD registration began 2025-01-01.
Registration
- CRD number
- 4648194
- Registration status
- Active
- IAPD registration
- 2025-01-01
- Industry Experience
- 1 year
- Work Experience
- 43 years
- States registered
- MI
Licenses and exams
- Series 65
Work history
- 2003-01 to Present · Helmholdt 360, LLC · Grand Rapids, MI
- 1983-01 to Present · Helmholdt+company LLP · Grand Rapids, MI
Current employment
- Helmholdt 360, LLC · Grand Rapids, MI
About
Daniel Mark Helmholdt is a financial advisor at Helmholdt 360, LLC in Grand Rapids, MI. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 43 years of reported work history. Reported roles include Helmholdt+company LLP.
SEC disclosures list additional business and community activities: Name: Helmholdt+company Llp Not Investment Related Address: 5940 Tahoe Dr Se.
Location
5940 Tahoe Dr. SE, Grand Rapids, MI 49546
Official record
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