Unclaimed Profile

Helyn C. Bolanis

PARLAN FINANCIAL CORP·TOLEDO, Ohio

14 years registeredPARLAN FINANCIAL CORP

5942 RENAISSANCE PLACE STE. D, TOLEDO, OH 43623CRD# 715064Firm CRD# 105470

Profile Verification

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

Identity

Helyn C. Bolanis · TOLEDO, OH

Registration

CRD #715064 · PARLAN FINANCIAL CORP · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARLAN FINANCIAL CORP

PARLAN FINANCIAL CORP

Jun 2012 – Dec 2025

TOLEDO, OH

Registrations & Exams

Registration record

First registered · June 18, 2012

Years registered · 14

Disclosure History

2021Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PARLAN FINANCIAL CORP

CRD 105470 · SEC 801-32097

AUM

$35M

Regulatory assets under management

Employees

209 client accounts

Services offered by PARLAN FINANCIAL CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARLAN FINANCIAL CORP →

Introduction

Speak with Helyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Helyn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TOLEDO?

Browse all registered financial advisors in TOLEDO, Ohio or claim this profile if it's yours.

Browse TOLEDO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Helyn C. Bolanis offer?

Helyn C. Bolanis specializes in Financial Planning, Investment Management, Wealth Management.

What are Helyn C. Bolanis's credentials?

Helyn C. Bolanis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Helyn C. Bolanis located?

Helyn C. Bolanis is based in TOLEDO, Ohio, last registered with PARLAN FINANCIAL CORP.

How does Helyn C. Bolanis charge for services?

Helyn C. Bolanis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARLAN FINANCIAL CORP?

PARLAN FINANCIAL CORP has approximately 6 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →