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Christopher John Rieke

HELMSMAN FINANCIAL GROUP, LLC·WOODINVILLE, Washington
Series 65Clean record27 years registeredHELMSMAN FINANCIAL GROUP, LLC
17330 135TH AVE NE, WOODINVILLE, WA 98072CRD# 2650076Firm CRD# 113780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher John Rieke · WOODINVILLE, WA
Registration
CRD #2650076 · HELMSMAN FINANCIAL GROUP, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: HELMSMAN FINANCIAL GROUP, LLC
Nov 1998Dec 2022
WOODINVILLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 30, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HELMSMAN FINANCIAL GROUP, LLC
CRD 113780 · SEC 801-113375
AUM
$155M
Regulatory assets under management
Employees
3
266 client accounts
Services offered by HELMSMAN FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Christopher John Rieke offer?
Christopher John Rieke specializes in Financial Planning, Investment Management.
What are Christopher John Rieke's credentials?
Christopher John Rieke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher John Rieke located?
Christopher John Rieke is based in WOODINVILLE, Washington, last registered with HELMSMAN FINANCIAL GROUP, LLC.
How does Christopher John Rieke charge for services?
Christopher John Rieke's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HELMSMAN FINANCIAL GROUP, LLC?
HELMSMAN FINANCIAL GROUP, LLC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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