Blake Daniel Helms

Current Employers

Employment History

• 03/2015 → Present
  Strellner Agency Group
  Cedar Rapids, IA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Cedar Rapids, IA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2017-10-06 → 2018-11-02
  Signator Investors, Inc.
  Cedar Rapids, IA
  Rochester, MN

Other Businesses

1)HELMS WEALTH MANAGEMENT, INC POSITION: President/Owner NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 04/13/2021 ADDRESS: 4840 N River Blvd #100, Cedar Rapids IA 52411, United States DESCRIPTION: Financial Services, Investment Advisory, Financial Planning, Retirement Income Planning, Insurance 2) STRELLNER FINANCIAL GROUP FIXED BUSINESS POSITION: Insurance Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 500 SECURITIES TRADING HOURS: 400 START DATE: 05/01/2015 ADDRESS: 4840 N River Blvd #100, Cedar Rapids IA 52411, United States DESCRIPTION: Sell Life, disability, and Long Term Care Insurance and Fixed Annuities 3) STRELLNER FINANCIAL GROUP SECURITIES POSITION: Investment Advisor Rep NATURE: DBA Name for Securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2015 ADDRESS: 4840 N River Blvd #100, Cedar Rapids IA 52411, United States DESCRIPTION: Investment advisory, financial planning 4) EXECUTOR POSITION: Executor NATURE: Will & Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 190 Skyview Ave, Fairfax IA 52228, United States DESCRIPTION: I am listed as the Executor on my parents' (Daniel & Michele Helms) Will & Trust Documents to take care of their affairs upon their passing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-03
• S63 Uniform Securities Agent State Law Examination
  2015-07-28