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Bobbie Helman

Parkview Asset Management, Inc.

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About Bobbie Helman

Bobbie Helman is a financial professional with over six years of experience in the industry. Bobbie is currently registered with Parkview Asset Management, Inc. in Oakbrook Terrace, IL. Previously, Bobbie was registered with PRUCO SECURITIES, LLC. in Downers Grove, IL and LPL FINANCIAL LLC in Naperville, IL. Bobbie holds a Series 66, Series 7 and SIE licenses and has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.

Firm Information

Bobbie Helman is currently registered with Parkview Asset Management, Inc.. Parkview Asset Management, Inc. is an investment advisor based in OAKBROOK TERRACE, IL. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. They manage approximately $126,822,394 in assets for 213 clients.
Parkview Asset Management, Inc.

ONE PARKVIEW PLAZA

OAKBROOK TERRACE, IL 60181

$126.82M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bobbie Helman’s Registration & Firm History

IL

02/06/2024 - Present

Parkview Asset Management, Inc. (OAKBROOK TERRACE IL)

IL

09/11/2023 - 11/07/2023

PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)

IL

03/01/2019 - 09/20/2023

LPL FINANCIAL LLC (NAPERVILLE IL)

IL

07/27/2017 - 03/02/2018

EDWARD JONES (NEW LENOX IL)

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Licenses & Designations

BOTH

Issued 08/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bobbie Helman.
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