Howard Alexander Morin

Employer firm

Helium Advisors LLC CRD 282356

$234M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2016 → Present
  Helium Advisors Llc
  Vancouver, WA
• 06/2016 → 05/2024
  Infinity Financial Services
  Oakland, CA

Previous Registrations

• 2016-04-06 → 2025-12-31
  Helium Advisors Llc
  Vancouver, WA
  Everett, WA
• 2015-10-03 → 2016-04-12
  Conover Capital Management
  Bellevue, WA
• 2011-04-15 → 2015-08-15
  Conover Capital Management
  Bellevue, WA
• 2009-05-11 → 2011-05-05
  Lpl Financial Llc
  Bellevue, WA
  Irmo, SC
• 2007-07-23 → 2009-05-13
  Ubs Financial Services Inc.
  Bellevue, WA

Other Businesses

1. Katahdin Ventures LLC, Investment related, Everett, WA, 8/31/2016, 70% of time spent on activity, zero during trading hours, Represents personal interest in business ventures - No compensation, (Manager/Member). 2. Name: Helium Financial Group, LLC address: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684 nature: Parent holding company, 100% owner of Helium Advisors LLC investment-related: no title: Manager/Principal duties: Passive entity 47 % ownership through Katahdin Ventures. Book expenses and share costs and income start date: 03/2016 approximate number of hours per month you devote to the other business: Less than 5 number of hours you devote to the other business during securities trading hours: 0 3. Name: Helium Tax address: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684 nature: Accounting Firm investment-related: yes title: Manager through Helium Financial Group duties: 50% ownership start date : April 2016 approximate number of hours per month you devote to the other business: 0 number of hours you devote to the other business during securities trading hours: 0 4. Name: BCR Group Holdings LLC address: Livingston, MT the nature: Family LLC for our real estate/land holdings investment-related: No title: Manager duties: Manager, Banking, ect the start date: 03/2023 approximate number of hours per month you devote to the other business: less than 5 hours per month number of hours you devote to the other business during securities trading hours: 0 5. Partner in Element Planning Solutions LLC; Investment related: No; Location: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; Description: Element was set up so our advisors who have insurance licenses can receive payment through Element Solutions; Responsibilities: There are no responsibilities for this entity. The entity was formed solely for our insurance licensed advisors to receive payment through this entity. Start date: 2022-07-15; 0 Hours per month; No compensation. 6. Partner in Clarity Tax Group LLC, an accounting firm; Investment related: No; Location: 1326 E Laurel St Bellingham WA 98225; Description: The company prepares tax returns and does accounting services for clients; Responsibilities Duties: Ensure the tax manager is running the business smoothly and efficiently; Start date: 2023-12-01; 0 Hours per month; No compensation. 7. Howard Morin is a Partner at The Expert Group LLC; Investment related: No; Location:100 Crescent Court, 7th Floor Dallas TX 75201; Start date : 2021-10-11; Description: Tax, accounting, and payroll consultants; Responsibilities Duties: Executive management oversight; 5 Hours per month during trading hours; 20 Hours per month outside trading hours; 5% of total yearly compensation from the business.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-20

Other Names

• Howie Alexander Morin