Kameron J Helmuth
Investment adviser representative at Vestia Personal Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Vestia Personal Wealth AdvisorsMay 2019 to now
- Vestia Advisors, LLCMay 2019 to now
- Cetera Investment Advisers LLCJun 2018 to May 2019
- Cetera Investment Services LLCJun 2018 to May 2019
- The State Bank and Trust CoJun 2018 to May 2019
- PNC InvestmentsMay 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (IN).
Vestia Personal Wealth Advisors
Legal name: Vestia Advisors, LLC
$1.1BAssets managed
3,987Clients
22Advisers
8 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
- 6007191
- Firm CRD
- 290565