Paula Michelle Helms

Current Employers

Employment History

• 10/2002 → Present
  Aig American General Life Insurance Company
  Parsons, KS
• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Frontenac, KS

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Frontenac, KS
• 2005-02-02 → 2008-10-31
  American General Securities Incorporated
  Houston, TX
  Pittsburg, KS
  Pittsburg, KS
• 2004-08-11 → 2004-10-26
  Heartland Financial Advisors Group, Inc.
  Pittsburg, KS

Other Businesses

1) HELMS FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2004 ADDRESS: 214 E. Mckay Street, Frontenac KS 66763, United States DESCRIPTION: Sell life and health insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-29
• S63 Uniform Securities Agent State Law Examination
  2000-07-31

Other Names

• Paula M. Helms