Unclaimed Profile

Eugene Joseph Helm

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas

Series 7, Series 24, Series 28, Series 63, Series 65Clean record16 years registeredFINANCIAL COUNSELORS INC

5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 2891633Firm CRD# 106398

Profile Verification

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

Identity

Eugene Joseph Helm · OVERLAND PARK, KS

Registration

CRD #2891633 · FINANCIAL COUNSELORS INC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL COUNSELORS INC

FCI ADVISORS

Mar 2010 – Nov 2022

Oxford, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · March 24, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL COUNSELORS INC

CRD 106398 · SEC 801-48195

AUM

$15.1B

Regulatory assets under management

Employees

14,421 client accounts

Services offered by FINANCIAL COUNSELORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FINANCIAL COUNSELORS INC →

Introduction

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Frequently Asked Questions

What services does Eugene Joseph Helm offer?

Eugene Joseph Helm specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Eugene Joseph Helm's credentials?

Eugene Joseph Helm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eugene Joseph Helm located?

Eugene Joseph Helm is based in OVERLAND PARK, Kansas, last registered with FINANCIAL COUNSELORS INC.

How does Eugene Joseph Helm charge for services?

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

How large is FINANCIAL COUNSELORS INC?

FINANCIAL COUNSELORS INC has approximately 68 employees and manages $15.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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