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Daniel Mark Helmholdt

Helmholdt 360, LLC

Grand Rapids, MI

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Current Employers
Helmholdt 360, Llc

5940 Tahoe Dr. Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

5940 Tahoe Dr. Se, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Helmholdt 360, Llc Grand Rapids MI 01/2003 Present
Helmholdt+Company Llp Grand Rapids MI 01/1983 Present
  • 01/2003 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-07
  • S65 Uniform Investment Adviser Law Examination
    2011-02-07
Other Names
  • Daniel M Helmholdt

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