Trever Matthew Helmstead

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2014 → 10/2016
  Comerica Securities, Inc.
  Bloomfield Hills, MI
• 10/2016 → 06/2019
  Bank Of Ann Arbor
  Ann Arbor, MI
• 06/2019 → 03/2024
  Telemus Capital, Llc
  Southfield, MI
• 03/2024 → Present
  Kovitz Investment Group Partners, Llc
  Southfield, MI
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MI

Previous Registrations

• 2025-01-04 → 2026-03-20
  Northcoast Asset Management Llc
  Southfield, MI
• 2024-03-19 → 2024-12-31
  Northcoast Asset Management Llc
  Southfield, MI
• 2019-06-21 → 2024-03-21
  Telemus Capital, Llc
  Southfield, MI

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-26

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Trever Helmstead