Helen J Semus
Investment adviser representative at Semus Wealth Partners, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$262.7MFirm 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
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsMar 2020 to now
- Semus Wealth Partners, LLCNov 2019 to now
- Ameriprise Financial Services, Inc.Aug 2013 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Semus Wealth Partners, LLC
$262.7MAssets managed
147Clients
1Advisers
6 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
- 5654555
- Firm CRD
- 305758