Daniel Gregory Helms

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 07/2022 → 01/2025
  Goldman Sachs
  Salt Lake City, UT
• 01/2025 → Present
  Goldman Sachs
  Newport Beach, CA
• 06/2016 → 12/2023
  United State Marine Corps
  Riverton, UT
• 05/2017 → 08/2021
  Utah County Fire Department
  Spanish Fork, UT
• 01/2021 → 05/2022
  Jpmorgan Chase & Co
  Park City, UT
• 08/2019 → 03/2020
  Hilton - Spencer's For Steak And Chops
  Salt Lake City, UT
• 07/2019 → 08/2019
  Red Iguana
  Salt Lake City, UT
• 08/2015 → 05/2021
  University Of Utah
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-04-01