Ameriprise Financial | Financial Advisor in Tampa ,FL

4350 W Cypress ST suite 735
Tampa, FL 33607
Phone: (813) 334-6500

About

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan?s business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

7 Years of Experience



General Information
Firm Start Year:   2007
No.of Employees:   5-9
States Licensed in:   FL, MD
Number of Years with Current Firm:   1


Services
Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Commodities , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Variable Annuity , Variable Life , Long Term Care , Life
Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   30,000
Compensation Methods:   Hourly , Commissions , Based on Assets , Flat Fee



FAQs

  • What are your qualifications? What is your education background? Chartered Retirement Planning Counselor, Series 6,7,65, 63. Grauduated Cum Laude with Finance degree from the University of Florida
  • What is your approach to financial planning? My approach is first and foremost to find out what the clients goals and expectations are. Then to design and implement strategies that will help the client reach their goals in the most efficient manner
  • What services do you offer? Comprehensive financial planning, retirement planning, education planning, estate planning, Insurance- Life, Disability, Long Term Care and Health
  • How many clients do you currently manage? 75
  • Will you be the only person working with me? Yes but staff will help with communication and other advisors will help if their expertise in a certain area will be beneficial to the client
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Nathan Helms

Nathan Helms

CRPC

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 4:00 PM