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Kathleen Ann Helminski

OAK FAMILY ADVISORS, LLC·CHICAGO, Illinois
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150 NORTH WACKER DRIVE, CHICAGO, IL 60606-1607CRD# 6267305Firm CRD# 141332
01

About

Kathleen Ann Helminski is a registered financial advisor based in CHICAGO, Illinois, affiliated with OAK FAMILY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAK FAMILY ADVISORS, LLC
OAK FAMILY ADVISORS, LLC
AUM
$496M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OAK FAMILY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6267305
Firm CRD# 141332
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Ann Helminski offer?
Kathleen Ann Helminski specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Kathleen Ann Helminski's credentials?
Kathleen Ann Helminski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Ann Helminski located?
Kathleen Ann Helminski is based in CHICAGO, Illinois, working with OAK FAMILY ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Kathleen Ann Helminski charge for services?
Kathleen Ann Helminski'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 OAK FAMILY ADVISORS, LLC?
OAK FAMILY ADVISORS, LLC has approximately 7 employees and manages $496M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK FAMILY ADVISORS, LLC

John Henry Fitzpatrick
CHICAGO, IL
William Elliot Driscoll
CHICAGO, IL
Charles Melcher Sloan
CHICAGO, IL
Frances Elizabeth Tuite
CHICAGO, IL
Terrence Scott Wilson
CHICAGO, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)SPRINGFIELD (68)WHEATON (68)OAKBROOK TERRACE (66)DEERFIELD (60)
City Guides
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Research
Advisor Fees in IllinoisNational Fee Analysis
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