Unclaimed Profile

Erik Morgan Helmstetter

ODER INVESTMENT MANAGEMENT, LLC·WOODLAND HILLS, California

Clean recordODER INVESTMENT MANAGEMENT, LLC

21300 VICTORY BLVD, WOODLAND HILLS, CA 91367CRD# 3173525Firm CRD# 134506

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erik Morgan Helmstetter · WOODLAND HILLS, CA

Registration

CRD #3173525 · ODER INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erik Morgan Helmstetter is a registered financial advisor based in WOODLAND HILLS, California, affiliated with ODER INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ODER INVESTMENT MANAGEMENT, LLC

AUM

$281M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ODER INVESTMENT MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3173525

Firm CRD# 134506

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erik Morgan Helmstetter offer?

Erik Morgan Helmstetter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.

What are Erik Morgan Helmstetter's credentials?

Erik Morgan Helmstetter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Morgan Helmstetter located?

Erik Morgan Helmstetter is based in WOODLAND HILLS, California, working with ODER INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Erik Morgan Helmstetter charge for services?

Erik Morgan Helmstetter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ODER INVESTMENT MANAGEMENT, LLC?

ODER INVESTMENT MANAGEMENT, LLC has approximately 6 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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