Carol Ann Wasko

Current Employers

Helium Advisors Llc

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-02-17

PA RA
APPROVED

Since 2026-02-17

Branch Locations

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • 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

Organization	City	State	From	To
Integrated Wealth Management, Llc	Wilmington	DE	01/2013	Present
Helium Advisors Llc	Vancouver	WA	12/2025	Present

01/2013 → Present

Integrated Wealth Management, Llc

Wilmington, DE
12/2025 → Present

Helium Advisors Llc

Vancouver, WA

Previous Registrations

2017-06-22 → 2022-12-31

Integrated Wealth Advisors, Llc

Wilmington, DE

Other Businesses

Helium Tax - CPA ,Tax Manager, CFP. Assisting advisors with planning for clients in a CFP role. 222 NE Park Plaza Drive, Suite 116, Vancouver WA 98684. Start 12/2025.

Current Employers

Helium Advisors Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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