Timothy Van Kleeck Helman

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

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

• 06/2014 → 11/2023
  Commonwealth Financial Network
  Waltham, MA
• 11/2023 → Present
  The Blanchette Financial Group
  Newburyport, MA
• 11/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales; Located at 7 Prince Place Unit 102, Newburyport, MA 01950, as of 08/01/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, The Blanchette Financial Group, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 09/06/2024; 99% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-07