Cory
Helmbrecht
Captrust
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About this Advisor
Cory Helmbrecht is a financial advisor based in Chesterton, Indiana, working with Captrust. Cory has previously held positions at Fifth Third Bank, First Allied Securities, Inc, Lakeside Wealth Management Group, LLC, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. Cory has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Cory is part of Captrust, which operates out of Chesterton, Indiana. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Cory Helmbrecht Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
First Allied Securities, Inc
Lakeside Wealth Management Group, LLC
Fifth Third Bank
Disclosures
Please visit the SEC profile of Cory Helmbrecht to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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