Michael Helke
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Michael Helke Email & Phone Number

Location: Sammamish, Washington, United States 4 work roles 3 schools
1 work email found @sageadvisorsllc.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@sageadvisorsllc.com
LinkedIn Profile matched
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Current company
Role
Partner
Location
Sammamish, Washington, United States
Company size

Who is Michael Helke? Overview

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Quick answer

Michael Helke is listed as Partner at Sage Advisors, LLC, a company with 7 employees, based in Sammamish, Washington, United States. AeroLeads shows a work email signal at sageadvisorsllc.com and a matched LinkedIn profile for Michael Helke.

Michael Helke previously worked as Chief Compliance Officer at Sage Advisors Llc and Client Services Specialist at Sage Advisors Llc. Michael Helke holds Bachelor'S Degree, Business Administration: Finance from Central Washington University.

Company email context

Email format at Sage Advisors, LLC

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{first_initial}{last}@sageadvisorsllc.com
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AeroLeads found 1 current-domain work email signal for Michael Helke. Compare company email patterns before reaching out.

Profile bio

About Michael Helke

Michael Helke is a Partner at Sage Advisors, LLC. He possess expertise in microsoft excel, microsoft word, customer service, outlook, finance and 7 more skills.

Listed skills include Microsoft Excel, Microsoft Word, Customer Service, Outlook, and 8 others.

Current workplace

Michael Helke's current company

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Sage Advisors, LLC
Sage Advisors, Llc
Partner
edmonds, washington, united states
Employees
7
AeroLeads page
4 roles

Michael Helke work experience

A career timeline built from the work history available for this profile.

Partner

Current

Edmonds, WA

I work with an excellent team of advisors and administrative staff committed to providing clients with clarity and confidence around their financial futures by understanding their goals, collaboratively crafting achievable plans, providing ongoing financial education and guidance, and continually adapting each piece through life changes.

Jan 2021 - Present

Chief Compliance Officer

Edmonds, WA

  • Create and implement workflows ensuring Sage Advisors maintains compliance while remaining efficient.
  • Communicate with legal advisors in drafting procedures and client agreements as regulations change.
  • Engage with my team in understanding various pain points so we can build procedures that work in practice.
  • Lead in researching new technologies that increase company capacity and improve the client experience.
  • Assist in establishing and maintaining human resource… Show more
  • Assist in establishing and maintaining human resource documents.

Client Services Specialist

Edmonds, WA

  • Prepped advisors for their meeting by researching client portfolios and running investment reports.
  • Opened new qualified and non-qualified investment accounts for clients.
  • Processed incoming checks to fund new and existing accounts.
  • Assisted in completing rollover and transfer paperwork for clients.
  • Helped build out the Sage Advisors website.
  • Revamped the entire physical and digital filing system.
Oct 2014 - May 2019

Supervisor

Golf has always been a passion of mine, so it just made sense for me to spend summers working at a country club. I was very blessed during my time there, working with an excellent team dedicated to providing our members with the most unique experience possible. My favorite moment at Sahalee was working the 2010 U.S. Senior Open. It was fun being part of an.

Mar 2010 - Aug 2012
Team & coworkers

Colleagues at Sage Advisors, LLC

Other employees you can reach at sageadvisorsllc.com. View company contacts for 7 employees →

3 education records

Michael Helke education

Bachelor'S Degree, Business Administration: Finance

Central Washington University
FAQ

Frequently asked questions about Michael Helke

Quick answers generated from the profile data available on this page.

What company does Michael Helke work for?

Michael Helke works for Sage Advisors, LLC.

What is Michael Helke's role at Sage Advisors, LLC?

Michael Helke is listed as Partner at Sage Advisors, LLC.

What is Michael Helke's email address?

AeroLeads has found 1 work email signal at @sageadvisorsllc.com for Michael Helke at Sage Advisors, LLC.

Where is Michael Helke based?

Michael Helke is based in Sammamish, Washington, United States while working with Sage Advisors, LLC.

What companies has Michael Helke worked for?

Michael Helke has worked for Sage Advisors, Llc, Sage Advisors Llc, and Sahalee Country Club.

Who are Michael Helke's colleagues at Sage Advisors, LLC?

Michael Helke's colleagues at Sage Advisors, LLC include Michaela Griggs, Cfp®, Grace Cole, Russ Cole, and Jordan Cole.

How can I contact Michael Helke?

You can use AeroLeads to view verified contact signals for Michael Helke at Sage Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Michael Helke attend?

Michael Helke holds Bachelor'S Degree, Business Administration: Finance from Central Washington University.

What skills is Michael Helke known for?

Michael Helke is listed with skills including Microsoft Excel, Microsoft Word, Customer Service, Outlook, Finance, Financial Accounting, Financial Analysis, and Accounting.

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