Helen Waleta Hartman
Investment adviser representative at Redwood Financial Network
12 yearsExperience
3 statesRegistered in
$262.8MFirm assets
12 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 feeOther
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.
- LPL Financial, LLCDec 2014 to now
- Redwood Financial NetworkDec 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (NC, OH, TX).
Redwood Financial Network
Legal name: Redwood Financial Network Corp.
$262.8MAssets managed
1,019Clients
8Advisers
12 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
- 5231652
- Firm CRD
- 157834