Gary Nicholas Russell

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
• 2013-02-22 → 2016-04-12
  Conover Securities Corporation
  Bellevue, WA
  Bellevue, WA
• 2015-10-03 → 2016-04-12
  Conover Capital Management
  Bellevue, WA
• 2012-08-24 → 2015-08-15
  Conover Capital Management
  Bellevue, WA
• 2006-10-19 → 2012-09-13
  Lpl Financial Llc
  Bellevue, WA

Other Businesses

1.CAYSAM, LLC, 8664 NE Broughton Ct. #164; Hansville; WA; 98340. INVESTMENT RELATED .Less than 5 hours per month. Represents personal interest in business ventures, no compensation. 2.Life Insurance Services; 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; not investment related. less than 5 hours per month. 3.Name: Helium Financial Group, LLC; address of the other business: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; the nature of the other business: Parent holding company, 100% owner of Helium Advisors LLC; investment-related: non- Investment Related your title: Manager/Principal; your duties: Passive entity 47 % ownership through CAYSAM. Book expenses and share costs and income; the start date of your relationship with the other business: 03/2016; The approximate number of hours per month you devote to the other business: Less than 5; the number of hours you devote to the other business during securities trading hours: 0 4.Name: Helium Tax; address of the other business: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; the nature of the other business: Accounting Firm; investment-related: Investment Related; your title: Manager through Helium Financial Group; your duties: 50% ownership; the start date of your relationship with the other business; April 2016; The approximate number of hours per month you devote to the other business: 0;the 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 Duties: 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; 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.Gary N Russell is a partner at The Expert Group LLC, overseeing executive management for our tax, accounting, and payroll consultancy services; Start date:2021-10-11; 5 trading hours, 20 off-hours per month and 5% to total yearly compensation.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-18
• S63 Uniform Securities Agent State Law Examination
  2000-06-12