Chad Helpling

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Melbourne, FL
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Melbourne, FL
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2008-10-28 → 2022-09-09
  Wells Fargo Clearing Services, Llc
  Melbourne, FL

Other Businesses

HELPLING'S HOT FLAKES, NOT INV RELATED, MELBOURNE, FL, 100% OWNERSHIP, START 3/10/2018, 4 HOURS PER MONTH, ZERO DURING TRADING, GROW AND SELL HABANERO FLAKES AT FARMERS MARKET. OUT OF THE FIRE, BURN PILE ART BY CHAD HELPLING; NOT INV RELATED;MELBOURNE,FL; 100% OWNERSHIP; START DATE: 03/31/2026; 25 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2008-10-24
• S63 Uniform Securities Agent State Law Examination
  2004-11-23

Designations

• Certified Financial Planner

Other Names

• Chad Lawrence Helping
• Chad Lawrence Helpling
• Chad Helpling