Douglas
Springer
Helmsman Financial Group, LLC
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About this Advisor
Douglas Springer is a financial advisor working out of Woodinville, Washington with a total of 25 years of relevant experience. Springer currently works for Helmsman Financial Group, LLC. Throughout their career, they have worked at Mrw Financial Services and Partners Investment Network, Inc. Springer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Helmsman Financial Group, LLC is a financial advisory firm operating out of Woodinville, WA. The company has just three financial advisors. It oversees $149 million in assets between its 265 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 265 customer accounts, 42% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the type of services provided. However, fee types billed by Helmsman Financial Group, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Helmsman Financial Group, LLC Brokerage Details
$148,573,353
3
265
$560,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Springer Work History
Douglas has been registered as a financial advisor for 25 years.*
Partners Investment Network, Inc
Mrw Financial Services
*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 Douglas Springer 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 Helmsman Financial Group, LLC
Woodinville, WA
Woodinville, WA
Woodinville, WA
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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