Katie Helmstadter, Financial Advisor located in Merrill, WI

Financial Advisor
Katie A Helmstadter

CFP®, ChFC®, ABFP®, AAMS®, CRPC™, CRPS™
109b S Center Ave, Merrill, WI 54452opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Inheritance Guidance

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Traveling
  • Fishing
  • Gardening
  • Motorcycles
  • Camping

Team Members

  • Dawn Arnold
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(715) 623-7584

Fax

(855) 393-9950

Office Address

109b S Center Ave
Merrill, WI 54452opens in a new window

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