Cynthia Suzanne Helman

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1995 → Present
  Money Concepts Capital Corp
  Bellefontaine, OH

Other Businesses

1. Piper Visions LLC, 20443 Dingman-Slagle Rd Sidney, OH 45635. Owner, Real estate, Non-investment related, 1-20% time spent on activity during non-securities hrs. 2. Community Foundation of Shelby County, Board Member. Trustee, Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. WiseBridge Wealth Management, Employee, independent sales of individual and group health benefits, non-investment related, 60% time spent on activity during securities hrs.