Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Ann Helminski is an investment advisor representative at Oak Family Advisors, LLC. Kathleen Ann Helminski has been with the firm since October 2013 and has a Series 65 license. Oak Family Advisors, LLC, is headquartered in Chicago, Illinois. The firm has 204 clients and manages approximately $495,800,000 in assets. The firm primarily provides financial planning and portfolio management services for individuals and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
01/01/2014 - Present
OAK Family Advisors, LLC (CHICAGO IL)
IA
Issued 12/27/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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