Trever
Helmstead
Telemus Capital, LLC
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About this Advisor
Trever Helmstead is a certified financial planner and chartered financial analyst based in Southfield, Michigan who has 4 years of relevant experience. Helmstead is an employee of Telemus Capital, LLC. Their career trajectory has included roles at Comerica Securities, Inc, Bank Of Ann Arbor and Telemus Capital, LLC. Helmstead has a Series 63 license, certifying them as a securities broker, and is approved to work in Michigan. Telemus Capital, LLC is an advisory company headquartered in Southfield, MI. The company has offices in three locations and a total of 52 advisors. It handles $3 billion in total assets between its 4,367 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 4,367 customer accounts, 34% are associated with high-net-worth investors who have at least $1 million in investable assets. Telemus Capital, LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees typically depend on the financial services offered. However, fee types charged by Telemus Capital, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Telemus Capital, LLC Brokerage Details
$2,972,199,618
52
4,367
$680,604
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
- Selection of other advisers
- Educational seminars/workshops
- Other
Trever Helmstead Work History
Trever has been registered as a financial advisor for 4 years.*
Telemus Capital, LLC
Bank Of Ann Arbor
Comerica Securities, Inc
Comerica Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Trever Helmstead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Telemus Capital, LLC
Southfield, MI
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Southfield, MI
Southfield, MI
Southfield, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
