Brian Helm, Crps®, Aif® Email & Phone Number

EXPERIENCE:Since 2005, my team and I have been helping clients through their working careers into retirement with well-educated planning. We provide business financial planning services as well as individual retirement income planning. My team specializes in encouraging and assisting clients in all walks of life, with a focus on growing families, retirees and small business owners.EDUCATION & CREDENTIALS• BBA from McMurry University in Abilene, Texas • Holds FINRA Series 6, 7, 63 and 65 securities registrationsINTERESTS:I enjoy spending time with my wife who is also a licensed financial professional with Principal. I am an active member of The Village Church. I love spending time with our 3 children, supporting them in the growing list of activities they are involved in. An avid runner, I have competed in 14 marathon or longer races, including three 50-mile races. Prior to starting my financial services career, I was a PGA golf professional.AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. Helm Financial Group is not an affiliate of any company of the Principal Financial Group®.Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Brian Helm, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. 2794823-03203© 2023 Principal Financial Services, Inc. Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.Brian Helm is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Listed skills include 401K, Retirement Planning, Mutual Funds, Fixed Annuities, and 19 others.