Ashley Maurine Helm
Investment adviser representative at Merit Financial Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$23.9BFirm 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 feeOther
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
13 years in the industry.
- Merit Financial AdvisorsOct 2025 to now
- Purshe Kaplan Sterling InvestmentsOct 2025 to now
- Merit Financial Group dba Merit Financial AdvisorsSep 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Sep 2025
- Obsidian Personal Planning Solutions, LLCFeb 2023 to Sep 2025
- Triad AdvisorsFeb 2023 to Aug 2024
- Public Land/water Access Association,Nov 2022 to Aug 2024
- Northwestern Mutual Wealth Management CompanyJul 2021 to Jan 2023
- Northwestern Mutual Investment Services LLCSep 2015 to Jan 2023
- Andrea Anderson WassOct 2013 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MD, MT).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 6262042
- Firm CRD
- 142457