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Nathan Helms CFP® CIMA®
Ameriprise Financial

Tel: (813) 334-6500
1103 W Cleveland St
Tampa, FL 33606

About Ameriprise Financial

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.


General Information

Firm Start Year:   2007
No.of Employees:   5-9
Insurance License#:   p112700
States Licensed in:   FL, MD, GA, LA, DC, TX
Number of Years with Current Firm:   6


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Annuity, Disability, Life, Variable Life, Long Term Care, Variable Annuity

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 and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Hourly, Flat Fee, Based on Assets
Minimum Fee Charged for Managed Accounts:   $1500


Education

Bachelors in Finance  University of Florida
08/1/2004-05/01/2006



Faqs

  • What are your qualifications? What is your education background? Certified Financial Planner, Certified Investment Management Analyst, Certified Divorce Financial Analyst, 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? 100
  • 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 CFP® CIMA®

Nathan Helms CFP® CIMA®

CIMA®, CRPC®, CFP®, CDFA®

I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM

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