Daniel Mark Helmholdt

Employer firm

Helmholdt 360, LLC CRD 125562

Reported services (Item 5G)

• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Helmholdt 360, Llc
  Grand Rapids, MI
• 01/1983 → Present
  Helmholdt+Company Llp
  Grand Rapids, MI

Other Businesses

NAME: HELMHOLDT+COMPANY LLP NOT INVESTMENT RELATED ADDRESS: 5940 TAHOE DR SE, GRAND RAPIDS, MI USA 49546 NATURE: CERTIFIED PUBLIC ACCOUNTANTS POSITION: PARTNER START DATE: 01/1983 OTHER BUSINESS HOURS PER MONTH: FULL-TIME EMPLOYMENT HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 95% DUTIES: PARTNER SUPERVISING AND REVIEWING TAX AND ACCOUNTING ENGAGEMENTS, AND PRACTICE ADMINISTRATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-07

Other Names

• Daniel M Helmholdt