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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-09 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinetic Financial | Los Angeles | CA | 01/2021 | 12/2021 |
| New York Life Insurance Co | Horsham | PA | 04/2019 | 12/2020 |
| Fidelity Federal Planning Corp | Montgomeryville | PA | 03/2016 | 04/2019 |
| Hellebusch Financial Services | Montgomeryville | PA | 03/2016 | 04/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2022 | 12/2022 |
| Hellebusch Financial Solutions, Llc | Blue Bell | PA | 12/2021 | Present |
| Thrive Capital Management, Llc | Fort Washington | PA | 02/2023 | 11/2023 |
| Thrive Insurance Group, Llc | Fort Washington | PA | 02/2023 | 11/2023 |
| Thrive Financial Services, Llc | Fort Washington | PA | 02/2023 | 11/2023 |
| Portfolio Medics | Bonita Springs | FL | 09/2024 | Present |
Mr. Hellebusch is an independent insurance agent and benefits advisor to businesses through his firm Hellebusch Financial Solutions, LLC. In this role he provides insurance services including transactions in annuities to individuals. He spends approximately 25 hours a week in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-20 |
| S66 | Uniform Combined State Law Examination | 2004-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-23 |
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