Bobbie Helman
Investment adviser representative at Parkview Asset Management, Inc.
12 yearsExperience
1 stateRegistered in
$206.1MFirm assets
4 yearsFirm in business
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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
- Pension consulting
Experience
12 years in the industry.
- Parkview Asset Management, Inc.Jan 2024 to now
- The Wozny Tax CompanySep 2023 to Dec 2023
- Pruco Securities, LLCSep 2023 to Nov 2023
- Cousins & Associates Inc.Dec 2020 to Sep 2023
- LPL Financial LLCFeb 2019 to Sep 2023
- Strategypoint Financial LLCFeb 2019 to Sep 2023
- Thg VenturesSep 2018 to Jan 2019
- UnemployedMar 2018 to Sep 2018
- Edward JonesJun 2017 to Mar 2018
- Seaway Bank & TrustOct 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Parkview Asset Management, Inc.
$206.1MAssets managed
179Clients
3Advisers
4 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
- 2846861
- Firm CRD
- 307977