Paige Catherine Heltemes
Investment adviser representative at The Wealth Group - Austin B. Colby & Associates
14 yearsExperience
1 stateRegistered in
$711MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- The Wealth Group - Austin B. Colby & AssociatesJan 2021 to now
- The Wealth GroupJan 2021 to now
- Raymond James Financial Services Advisors, Inc.Oct 2020 to Jul 2021
- Raymond James Financial Services, Inc.May 2019 to Jul 2021
- North Central UniversitySep 2018 to Dec 2019
- St. Cloud State UniversityAug 2017 to May 2018
- Anoka Ramsey Community CollegeAug 2016 to May 2018
- Paul a Knier, Inc.Dec 2012 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
The Wealth Group - Austin B. Colby & Associates
Legal name: The Wealth Group, Ltd
$711MAssets managed
591Clients
12Advisers
5 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
- 7120694
- Firm CRD
- 311385