Clinton Alan Helmbrecht

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 07/2021 → Present
  Helmbrecht Investment Management
  Columbus, OH
• 01/2024 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 02/2024 → Present
  Helmbrecht Wealth Management
  Columbus, OH

Other Businesses

(1) NAME OF OTHER BUSINESS: HELMBRECHT INVESTMENT MANAGEMENT ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: OWNER/; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: : OFFICE EXPENSES AND TAX MANAGEMENT; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 2/2023 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND LONG-TERM CARE; (3) NAME OF OTHER BUSINESS: HELMBRACHT WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2024, POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (4) NAME OF OTHER BUSINESS: CLINTON HELMBRECHT; INVESTMENT RELATED: NO; ADDRESS: 25486 COCKLESHELL DR BONITA SPRINGS, FL 34135; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CONDOMINIUM RENTAL PROPERTY;

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-11-09

Designations

Other Names

• Clinton Allan Helmbrecht
• Clinton Alan Helmbrecht