Best Investors Account Sign in
Inactive

Luke Helmich

Mariner

Bloomington, MN

Claim This Profile
Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-30
  • MN RA
    APPROVED
    Since 2026-06-30

Branch Locations

4400 W 78Th St Suite 150, Bloomington, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mariner Bloomington MN 06/2026 Present
Birches On The Lake Long Lake MN 03/2021 08/2023
Crossfit Sisu Hamel MN 05/2023 03/2024
Wayzata Public Schools Wayzata MN 09/2018 06/2022
Indiana University Bloomington IN 08/2022 05/2026
Mariner Bloomington MN 05/2024 08/2025
Wayzata Public Schools Wayzata MN 01/2015 08/2018
  • 06/2026 → Present
    Mariner
    Bloomington, MN
  • 03/2021 → 08/2023
    Birches On The Lake
    Long Lake, MN
  • 05/2023 → 03/2024
    Crossfit Sisu
    Hamel, MN
  • 09/2018 → 06/2022
    Wayzata Public Schools
    Wayzata, MN
  • 08/2022 → 05/2026
    Indiana University
    Bloomington, IN
  • 05/2024 → 08/2025
    Mariner
    Bloomington, MN
  • 01/2015 → 08/2018
    Wayzata Public Schools
    Wayzata, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-16
S65 Uniform Investment Adviser Law Examination 2025-07-19
  • S63 Uniform Securities Agent State Law Examination
    2025-08-16
  • S65 Uniform Investment Adviser Law Examination
    2025-07-19

View on SEC IAPD

Other Firms

PETROS FAMILY WEALTH, LLC
JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor