Chris Helmick
Financial Advisor, RJFS
- Role
- Financial Advisor at The Converse Team
- Location
- Wichita, KS, US
- LinkedIn followers
- 500 followers
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
Financial Advisor
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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