Heidi Jo Helmeke
Investment adviser representative at Enspyre Wealth Advisors, Inc.
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$217.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Enspyre Wealth Advisors, Inc.May 2019 to now
- Prestige Planning, IncMar 2000 to May 2019
- Securities America, Inc.Mar 2000 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (MN).
Enspyre Wealth Advisors, Inc.
$217.7MAssets managed
133Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2302043
- Firm CRD
- 300992