Kameron J Helmuth

Current Employers

Employment History

• 05/2016 → 06/2018
  Pnc Investments
  Pittsburgh, PA
• 06/2018 → 05/2019
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2018 → 05/2019
  Cetera Investment Advisers Llc
  Fort Wayne, IN
• 06/2018 → 05/2019
  The State Bank And Trust Co
  Fort Wayne, IN
• 05/2019 → Present
  Vestia Advisors, Llc
  Fort Wayne, IN

Previous Registrations

• 2018-06-14 → 2019-05-22
  Cetera Investment Advisers Llc
  Fort Wayne, IN
• 2013-01-28 → 2018-06-05
  Pnc Wealth Management Llc
  Huntington, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Monroeville, IN
  Woodburn, IN
  Bluffton, IN
  Auburn, IN
  Fort Wayne, IN
  New Haven, IN
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN

Other Businesses

1. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); 9121 ILLINOIS RD STE. 51, FORT WAYNE, IN 46804; LICENSED VESTIA ADVISORS, LLC PERSONNEL MAY OFFER OR REFER INSURANCE SOLUTIONS TO INVESTMENT ADVISORY CLIENTS. THESE INSURANCE ACTIVITIES SOMETIMES RESULT IN COMMISSION PAYMENTS OR REVENUE SHARING TO VESTIA INSURANCE, LLC. A CONFLICT OF INTEREST EXISTS ANYTIME COMPENSATION IS INVOLVED. IN AN EFFORT TO REDUCE CONFLICTS OF INTEREST, FINANCIAL ADVISORS AT VESTIA DO NOT RECEIVE INDIVIDUAL COMMISSION PAYMENTS FROM ANY INSURANCE PROVIDER OR AGENCY. WHILE THE ADVISOR IS NOT PAID A DIRECT COMMISSION, OUR HOLDING COMPANY, AS WELL AS OUR FIRM PERSONNEL BENEFIT FROM THIS ARRANGEMENT SINCE REVENUE EARNED FROM THIS BUSINESS ACTIVITY MAY BE USED TO OFFSET OPERATING EXPENSES, PROVIDE SHAREHOLDER DISTRIBUTIONS, ETC. OUR ADVISORY FIRM AND ITS ASSOCIATES TAKE THEIR RESPONSIBILITIES SERIOUSLY AND RECOMMEND INSURANCE SOLUTIONS WE BELIEVE ARE APPROPRIATE FOR EACH CLIENT. MANAGING MEMBER; 03/2019-PRESENT; 4-5 HRS/MO DURING TRADING HRS; DUTIES INCLUDE INTRODUCING CLIENTS TO POTENTIAL SOLUTIONS. 2. NORTHERN INDIANA BBQ SERIES; NOT INVESTMENT RELATED; 15492 BEARS BREECH CT HUNTERTOWN, IN 46748; NON-PROFIT SOCIAL CLUB FOR BBQ; TREASURER; 04/2018-PRESENT; 1 HRS/MO 0 DURING TRADING HRS; DUTIES INCLUDE COLLECTING MEMBERSHIP DUES AND MANAGING WEBSITE. 3. STATE BANK; INVESTMENT RELATED; 12832 COLDWATER RD, FORT WAYNE, IN 46845; LENDING PARTNER IN MEDICAL/DENTAL SPACE; 1099 CONSULTANT AND ADVISORY MEMBER; 1/1/2020; 2 HRS/MO BOTH DURING TRADING HOURS; ADVISORY BOARD MEMBER. 4. VESTIA VENTURES, LLC; MEMBER OF SPVS MIRUS AND MIRUS QP, CONSULTING FIRM, AND ANGEL INVESTOR; 9121 ILLINOIS RD. STE. 51, FT WAYNE, IN 46804; MANAGING MEMBER; 08/2021; 10 HRS/MO; 4 HRS/MO DURING TRADING HOURS; INTRODUCTION TO PHYSICIANS 5. HOOSIER HOROLOGY; NOT INVESTMENT RELATED; FORT WAYNE, IN; SOURCING, WRISTWATCHES; SELF; 06/2025; 5 HRS/MO 0 DURING TRADING HRS; DUTIES INCLUDE SOURCING, BUYING AND SELLING WRISTWATCHES. 6. VESTIA PROPERTIES LLC; INVESTMENT RELATED; FORT WAYNE, IN; BOARD OF REAL ESTATE PARTNERSHIP; PARTNER AND OWNER; 07/2025; 1 HR/MO, ALL DURING TRADING HOURS; BOARD MEMBER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-25
• S63 Uniform Securities Agent State Law Examination
  2012-07-12

Designations

Other Names

• Kameron Helmuth