Michael Daniel Helsel

Current Employers

Employment History

• 10/2006 → Present
  The Verdi Group
  Independence, OH
• 06/2012 → Present
  The Verdi Agency, Llc
  Independence, OH
• 09/2014 → Present
  Voya Financial Advisors
  Independence, OH
• 10/2025 → Present
  Lance Capital Llc
  Medina, OH

Previous Registrations

• 2005-07-29 → 2011-01-03
  Voya Financial Partners, Llc
  Independence, OH
  Cleveland, OH
  Columbus, OH

Other Businesses

NAME OF ENTITY: HELSEL EQUITIES LLC; No; 4028 DAN RD; MEDINA; OH; 44256; HOLDING COMPANY; OWNER; 5/10/2010; 1; 1; HOLDING COMPANY ONLY| NAME OF ENTITY: ANNIES APARTMENTS W 77 LLC; No; 4028 DAN RD; MEDINA; OH; 44256; LLC RENTAL PROPERTIES; OWNER; 3/12/2012; 4; 4; COLLECT RENT| NAME OF ENTITY: Helsel Properties 4657 LLC; No; 4028 DAN RD; MEDINA; OH; 44256; REAL ESTATE LLC; Co-Owner; 1/5/2012; 4; 0; purchase/leasing of residential rental properties| NAME OF ENTITY: The Verdi Agency, LLC; No; 6100 OAK TREE BLVD STE 200; INDEPENDENCE; OH; 44131; insurance agency; MEMBER/OWNER; 6/30/2012; 0; 0; PAYROLL OF ADMIN SUPPORT NAME OF ENTITY: Annies Apartments W 168 LLC; No; 4028 DAN RD; MEDINA; OH; 44256; REAL ESTATE LLC; owner; 7/1/2012; 4; 0; COLLECT RENT| NAME OF ENTITY: BUCKEYE CORNERS PROPERTIES LLC; No; 4028 DAN RD; MEDINA; OH; 44256; REAL ESTATE LLC; PRESIDENT/CO-OWNER; 10/1/2007; 1; 1; PASSIVE INVESTMENT| NAME OF ENTITY: HELSEL HOLDINGS LLC; No; 4028 DAN RD; MEDINA; OH; 44256; REAL ESTATE LLC; PRESIDENT; 1/30/2009; 4; 1; HOLDING CO. RENTAL PPROERTY| NAME OF ENTITY: Helsel Properties Wickliffe, LLC; No; 4028 DAN RD; MEDINA; OH; 44256; REAL ESTATE LLC; Part Owner; 9/15/2011; 3; 3; RENTAL PROPERTY| NAME OF ENTITY: V.G. AGENCY LLC; No; 6450 ROCKSIDE WOOD BLVD S STE 100; INDEPENDENCE; OH; 44131; LLC; PARTNER; 3/2/2010; 4; 1; TAX PURPOSE ONLY| NAME OF ENTITY: The Verdi Group; Yes; 6100 OAK TREE BLVD STE 200; INDEPENDENCE; OH; 44131; FINANCIAL SERVICES/DBA; Registered Representative; 10/1/2006; 180; 180; SELL AND SERVICE INSURANCE,SECURITIES AND INVESTMENT PRODUCTS. NAME OF ENTITY: HELSEL AND SONS REGENT LLC; No; 4028 DAN RD; MEDINA; OH; 44256; REAL ESTATE LLC; OWNER; 1/1/2015; 1; 0; PASSIVE INVESTMENT.| NAME OF ENTITY: REAGANS RENTALSLLC; No; 4028 DAN RD; MEDINA; OH; 44256; REAL ESTATE LLC; PRESIDENT; 6/11/2009; 5; 1; HOLDING COMPANY| NAME OF ENTITY: Helsel Properties Enid, LLC; No; 4028 DAN RD; MEDINA; OH; 44256; REAL ESTATE LLC; owner; 11/15/2011; 4; 4; Purchase, Sell, Manage Rental Residential Properties| NAME OF ENTITY: Independent Insurance Agent; Yes; 6100 Oak Tree Blvd Ste 200; Independence; OH; 44131; fixed insurance sales; Independent Insurance Agent; 07/01/2005; 25; 10; sales of fixed insurance products| RETIREMENT QUESTIONS CALL MIKE POSITION: Owner NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 12/01/2024 ADDRESS: 6100 Oak Tree Blvd, Ste 200, Independence OH 44131, United States DESCRIPTION: SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS. LANCE CAPITAL LLC POSITION: 50% owner Spouse of owner NATURE: Investing in performing and non performing mortgage notes INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2025 ADDRESS: 4028 Dan Rd, Medina OH 44256, United States DESCRIPTION: wife is the owner, compliance requested I complete an OBA since Ohio is a community state, after talking with various counsel they want me to be 50% owner of this entity, also assisting wife with general bookkeeping, filing taxes and general filing, answering phone on an as needed basis <4 hours month CHARLIES COTTAGES LLC POSITION: Member NATURE: LLC holding company for a purchase of a rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 4028 Dan Rd, Medina OH 44256, United States DESCRIPTION: owner with my wife and co-management of a single family rental property established in an LLC per counsel

Exams

• S66 Uniform Combined State Law Examination
  2005-01-21

Other Names

• Michael D Helsel
• Mike Helsel