Kimberly Helm
Investment adviser representative at Quantum Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm 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
Experience
10 years in the industry.
- Quantum Financial Advisors, LLCJan 2022 to now
- Abacus Wealth PartnersApr 2018 to Jan 2022
- Sun West Mortgage CompanyAug 2017 to Mar 2018
- EdnovateJul 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Quantum Financial Advisors, LLC
$1.5BAssets managed
451Clients
15Advisers
4 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
- 6941559
- Firm CRD
- 317386