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Steven Anthony Helland

SSR CAPITAL PARTNERS, LP·DALLAS, Texas
Clean recordSSR CAPITAL PARTNERS, LP
4514 COLE AVENUE, DALLAS, TX 75205CRD# 1504089Firm CRD# 128051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Anthony Helland · DALLAS, TX
Registration
CRD #1504089 · SSR CAPITAL PARTNERS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Anthony Helland is a registered financial advisor based in DALLAS, Texas, affiliated with SSR CAPITAL PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SSR CAPITAL PARTNERS, LP
SSR CAPITAL PARTNERS, LP
AUM
$98M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SSR CAPITAL PARTNERS, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1504089
Firm CRD# 128051
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Anthony Helland offer?
Steven Anthony Helland specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Steven Anthony Helland's credentials?
Steven Anthony Helland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Anthony Helland located?
Steven Anthony Helland is based in DALLAS, Texas, working with SSR CAPITAL PARTNERS, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Steven Anthony Helland charge for services?
Steven Anthony Helland's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SSR CAPITAL PARTNERS, LP?
SSR CAPITAL PARTNERS, LP has approximately 1 employees and manages $98M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Timothy Harden Law
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Rindy Citty Laquey
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