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Patrick Helderman - Financial Advisor in Hartville, OH

Patrick Helderman

Financial Advisor

5.0
(1)
In 2016, I began my Edward Jones career as a financial advisor in Lake Township/Hartville. In January of 2023, I became a limited partner of the firm.Rebecca and I have been married for 15 years and we live in the community that I serve. We...... Show More
Location & Business Hours
Business Hours
Tues
8:30 AM to 4:30 PM
Wed
8:30 AM to 4:30 PM
Thu
8:30 AM to 4:30 PM
Overall Ratings
5.0
(1)
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  • 5.0
    google
    J
    Josh M
    Posted on May 12th, 2018 12:00 AM
    Patrick is a great advisor. I highly recommend him.
  • 1 of 1
    About
    In 2016, I began my Edward Jones career as a financial advisor in Lake Township/Hartville. In January of 2023, I became a limited partner of the firm.Rebecca and I have been married for 15 years and we live in the community that I serve. We have two daughters: 5 years and 4 months. My personal interests include making family memories, flying, outdoors and coffee.My commitment to service extends to our local community and country. I am president of the Hartville Lion's Club. Additionally, I continue to serve our country as a CH-47F Helicopter Pilot in the Ohio Army National Guard with over 23 years of service.I achieved my CERTIFIED FINANCIAL PLANNER®, CFP®, certification in December 2024. It is awarded to individuals who have earned a bachelor's degree or higher from an accredited college or university; possess at least 6,000 hours of professional experience related personal financial planning; have completed the required coursework in the subject areas the CFP® Board has determined necessary for the competent and professional delivery of financial planning services; passed the CFP® Certification Exam; and committed to complying with the CFP Board's Code of Ethics and Standards of Conduct. To maintain CFP®, every 2 years the designee must complete 30 hours of CE and recommit to compliance with the CFP Board's Code of Ethics and Standards of Conduct.I achieved my Accredited Asset Management Specialist™ (AAMS™) designation in May of 2021, which focuses on investment strategies, risk, return and investment performance, asset allocation and security selection, tax-sensitive investment strategies, deferred compensation and other benefit plans, insurance products, estate considerations and regulatory issues. I achieved my Certified Exit Planning Advisor® (CEPA®) certification in September of 2023, which provides specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to personal goals. This expands a financial advisor's knowledge base in the following business-focused areas: Exit planning considerations, the importance of business valuation and estate considerations. I'd like to introduce my senior branch office administrator, Kathy Gopp. She has 34 years at Edward Jones with a dedicated high level of service.Call us at 330-877-3699.
    Specialities
    Wealth Strategies
    Business Retirement Plans
    Entrepreneurs & Business Owners
    Estate & Legacy Strategies
    Military Professionals & Veterans
    Insurance & Annuities
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Patrick Helderman
    What organization is Patrick Helderman associated with?
    Patrick Helderman is associated with Edward Jones.
    What is Patrick Helderman’s work email address?
    Patrick Helderman’s professional email address is p***************n@e**********.com. You can also email Patrick Helderman by clicking on the contact Patrick Helderman.
    Where is Patrick Helderman based out of?
    Patrick Helderman’s primary location is Hartville, OH.
    What is Patrick Helderman's phone number?
    Patrick Helderman's phone number is (330) 877-3699
    What is Patrick Helderman's title??
    Patrick Helderman is a Financial Advisor.