Craig Hellmer Email and Phone Number
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“Our Clients’ Interests Come First – Above All Else! We focus on clients needs by not having sales goals nor do we offer proprietary investment products. Our focus remains on you, the client.” Craig A HellmerMy goal as the President and founder of Hellmer Wealth Management is to provide excellent client service and financial advice. My clients have come to expect:● A Total Wealth Management approach.● Regular face to face meetings.● A Financial Plan.● Diversification*. Don’t put all your eggs in one basket.● Asset allocation* models custom designed to fit one’s risk tolerance and time frame. ● Professional money management. ● Regular portfolio rebalancing*. (A strategy where we implement a system to buy into the market when it’s low and sell when it’s high. This also ensures your risk level is maintained). Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.● Client focused advice. Do you ever feel like your broker is making decisions based on what is best for him/her and not what is best for you?* Diversification nor asset allocation guarantee against a loss nor ensure a profit. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs."Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."
Hellmer Wealth Management
View- Website:
- hellmerwealth.com
- Employees:
- 1
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President And Senior Wealth ManagerHellmer Wealth ManagementJackson, Tn, Us
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President / Senior Wealth ManagerHellmer Wealth Management Aug 2005 - PresentJackson, TnCraig Hellmer is the President and Founder of Hellmer Wealth Management in Jackson, TN, and has worked extensively in the field of financial management since 1997. Craig holds a Bachelor of Business Administration degree with a concentration in finance from Freed-Hardeman University. He holds the following credentials:● General Securities Principal with LPL Financial (FINRA Series 24)● General Securities Representative with LPL Financial (FINRA Series 7)● Investment Advisory Representative with LPL Financial (FINRA Uniform Combined State Law Examination Series 66)● Life, Health and Annuities licensee. Craig has over 17 years of experience in developing and implementing financial plans for individuals and businesses. Craig commits to putting his clients' needs first and strives to live his life with Christian principles. This defines his practice of client focus and extraordinary client service. Craig has two young sons that are the light of his life! They worship God at the Church of Christ. Craig’s hobbies include worshiping God, spending time with his family, landscaping, Church activities, reading the Bible, hiking, golf and travel. He takes care of his clients' like they are his family, because his clients', in turn, take care of his family by doing business with him.Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member SIPC. www.sipc.orgFor a list of states in which I am registered to conduct securities business, visit my website at: www.hellmerwealth.com
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Financial AdvisorWells Fargo Advisors Jan 2004 - Aug 2005Indianapolis, Indiana AreaI worked with Wells Fargo as a Financial Advisor. It was a great stepping stone on my path to founding my current company, HELLMER WEALTH MANAGEMENT. I helped my clients' implement their financial plans and investment goals. I'm thankful for the wonderful people I worked with and their integrity. -
Senior Financial Advisor / Certified Financial ManagerMerrill Lynch Dec 1997 - Dec 2003Jackson, TnFinancial Planning and wealth management. Craig was licensed as a General Securities Representative (Series 7), an Investment Advisory Representative with Merrill Lynch (Series 66), as well as a Life, Health and Annuities licensee. He earned a Certified Financial Manager designation while focusing on his clients' investment goals and financial plans.
Craig Hellmer Skills
Craig Hellmer Education Details
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Finance, General
Frequently Asked Questions about Craig Hellmer
What company does Craig Hellmer work for?
Craig Hellmer works for Hellmer Wealth Management
What is Craig Hellmer's role at the current company?
Craig Hellmer's current role is President and Senior Wealth Manager.
What is Craig Hellmer's email address?
Craig Hellmer's email address is cr****@****lpl.com
What is Craig Hellmer's direct phone number?
Craig Hellmer's direct phone number is +173166*****
What schools did Craig Hellmer attend?
Craig Hellmer attended Freed-Hardeman University.
What are some of Craig Hellmer's interests?
Craig Hellmer has interest in Through The Grace Of God, May God Be Forever Praised.
What skills is Craig Hellmer known for?
Craig Hellmer has skills like Wealth Management, Strategic Financial Planning, Series 7, Investments, Finance, Asset Allocation, Wealth, Series 63, Portfolio Management, Securities, Financial Advisory, Iras.
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