Erik Morgan Helmstetter
Investment adviser representative at Oder Investment Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$366.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Oder Investment Management, LLCJun 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2017
- Morgan Stanley Smith BarneyJun 2009 to Jun 2017
- Morgan Stanley & Co IncApr 2009 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Oder Investment Management, LLC
$366.7MAssets managed
201Clients
5Advisers
9 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
- 3173525
- Firm CRD
- 134506