Brian Helm CRPS®, AIF®

Brian Helm CRPS®, AIF®

Senior Financial Representative
Principal Securities Registered Representative
Financial Advisor

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EXPERIENCE:

Since 2006, our team has been helping clients through their working careers into retirement with educated planning.  We provide business financial planning services as well as individual retirement income planning.  My team specializes in encouraging and assisting clients in all walks of life, with a focus on growing families, retirees and small business owners.

EDUCATION & CREDENTIALS:

BBA from McMurry University in Abilene, Texas

Holds FINRA Series 6, 7, 63 and 65 securities registrations

INTERESTS:

I enjoy spending time with my wife who is also a financial professional with Principal.  I am an active member of The Village Church.  I love spending time with our 3 children, supporting them in the growing list of activities they are involved in.  An avid runner, I have competed in 15 marathon or longer races, including three 50-mile races.  Prior to starting my financial services career, I was a PGA golf professional.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity