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Financial Advisor
Florida
Wesley Chapel
VETTED

Nathan Helms

CEPA®, CIMA®, CFP®
Nathan Helms
Tel: 813-553-7006 2211 Ashley Oaks Circle Wesley Chapel, FL 33544
About Nathan Helms
Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his father's broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Before joining Accurate Advisory Group, he was a financial advisor with both ING Financial Partners, Ameriprise, and LPL Financial. Nathan's wife Julie works in the energy industry.

Nathan's father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.
About Accurate Wealth Management, LLC
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.
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General Information
CRD#:

5362846

Firm CRD#:

298137

Insurance License#:

p112700

States Licensed in:

FL, PA, AL

Years of Experience in Financial Services:

17

Number of Years with Current Firm:

1

Work Experience:

Nathan started with ING (now Voya) in 2007. Moved to LPL in 2008, where he remained for 6 years. Nathan moved to Ameriprise for 7 years. In 2021 he moved back to LPL to form Integrity Wealth. After almost 3 years with LPL, Nathan decided to branch off and begin work with Accurate Wealth Management as a Senior Wealth Advisor.

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance
Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

No

Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Qualifications & Memberships
Certifications, Accreditations & Designations:

CFP®, CIMA®, CEPA®

Securities Licenses:

Series 6, Series 7, Series 65, Series 66

Insurance and Annuity Licenses:

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Services
Investment Types:

Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Alternative Investments, Mutual Funds

Can meet clients in the following ways:

Your Office, Video Conference, Your Home, Our Office, Phone, Email

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Hourly, Flat Fee, Commissions

Minimum Fee Charged for Managed Accounts:

$1500

Firm Information
Firm's Number of Managed Clients:

3,855

Assets Managed by Firm:

$ 780,485,662

Preferred meeting methods
I provide a free initial consultation:

Yes

17 Years of Experience
CRD# 5362846Firm CRD# 298137Insurance License# p112700Series 6, 7, 65, 66
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Compliance Disclosures in Last 5 yearsHave a clean record
Criminal Disclosures in Last 5 yearsHave a clean record
Research This Advisor
www.finra.org
www.sec.gov
www.aicpa.com
www.sipc.org
Office Hours
Monday9:00 - 17:00
Tuesday9:00 - 17:00
Wednesday9:00 - 17:00
Thursday9:00 - 17:00
Friday9:00 - 16:00
SaturdayClosed
SundayClosed
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