Chris Helmick

Financial Advisor, RJFS

Role
Financial Advisor at The Converse Team
Location
Wichita, KS, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Chris Helmick

Chris Helmick is a seasoned financial advisor, well-versed in the world of finance and investments. With a stellar track record and a commitment to helping individuals and businesses secure their financial futures, he has become a trusted figure in his community.Armed with licenses such as Series 7, Series 66, and Life/Health Insurance. Chris offers a wealth of knowledge and expertise to his clients. His decade-long experience in the financial industry has equipped him with the skills needed to navigate the complexities of modern finance, making him an invaluable resource for those seeking financial guidance.Beyond his professional achievements, Chris Helmick enjoys a relaxing day at the lake, a round of golf, or casting a line while fishing, Chris values these moments of leisure as a way to recharge and connect with loved ones.Chris Helmick’s dedication to serving his community, coupled with his passion for finance and a fulfilling personal life, paints a picture of a well-rounded individual who is not only adept at managing wealth but also at savoring life’s simple pleasures. His journey continues to be one of professional growth, community engagement, and personal fulfillment.

Experience

  1. Financial Advisor

    The Converse Team

    Sep 2023 — Present · Wichita, KS, US

    The Converse Team specializes in providing independent client first guidance and wealth management services to businesses and individuals. We offer expertise in tax planning strategies through investment related vehicles, taking pride in turning complex topics into easily understandable and actionable items to achieve the desired goals.

Education

  • Wichita State University

    Business Finance

    2013 — 2014

  • Butler County Community College

    Associate's degree

    2009 — 2013

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Chris Helmick — Financial Advisor at The Converse Team in Wichita, KS, US | Unifers