Morgan Ann Wickline
Investment adviser representative at Helium Advisors LLC
12 yearsExperience
1 stateRegistered in
$233.8MFirm assets
4 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 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
12 years in the industry.
- Helium Advisors LLCMay 2020 to now
- Washington State University AthleticsAug 2019 to May 2020
- The Ken Blanchard CompaniesJun 2019 to Aug 2019
- Washington State UniversityAug 2017 to May 2021
- Wing Point Golf and Country ClubJan 2015 to Jul 2018
- Bainbridge High SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Helium Advisors LLC
$233.8MAssets managed
279Clients
5Advisers
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
- 7404098
- Firm CRD
- 282356