Morgan Ann Wickline

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

• 05/2020 → 07/2021
  Helium Advisors
  Everett, WA
• 08/2019 → 05/2020
  Washington State University Athletics
  Pullman, WA
• 06/2019 → 08/2019
  The Ken Blanchard Companies
  Escondido, CA
• 01/2015 → 07/2018
  Wing Point Golf And Country Club
  Bainbridge Island, WA
• 08/2017 → 05/2021
  Washington State University
  Pullman, WA
• 08/2014 → 06/2017
  Bainbridge High School
  Bainbridge Island, WA
• 07/2021 → Present
  Helium Advisors Llc
  Vancouver, WA

Previous Registrations

• 2021-07-27 → 2025-12-31
  Helium Advisors Llc
  Everett, WA
  Vancouver, WA
  Everett, WA

Other Businesses

1.Morgan Ann Wickline is a Insurance Agent at Licensed Insurance Agent; Investment related: No; Location: 222 NE Park Plaza Drive, Part Tower III, Suite 116, Vancouver, WA 98684. Start date: 2022-09-01; Description and Responsibilities Duties: As a licensed insurance agent, Morgan, Rustin, and Roshan can sell life insurance policies. 0 Hours per month during trading; 2 Hours per month outside trading;1% of total yearly compensation to the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-26