Katherena Weyand
Investment adviser representative at Helmstar Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$785.6MFirm 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.
- Helmstar Wealth ManagementFeb 2021 to now
- The Helmstar Group, LLCNov 2018 to now
- StriveJan 2018 to Nov 2018
- Granbury Theater CompanyMay 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (ID).
Helmstar Wealth Management
Legal name: The Helmstar Group, LLC
$785.6MAssets managed
538Clients
7Advisers
10 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
- 7330810
- Firm CRD
- 145074