Andrew Brooks Hellstedt
Investment adviser representative at Kmg Fiduciary Partners, LLC
10 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 yearsFirm in business
Are you Andrew Brooks Hellstedt? Claim your profile
Contact this firm
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
10 years in the industry.
- Kmg Fiduciary Partners, LLCJan 2026 to now
- Fidelity InvestmentsJun 2023 to Dec 2025
- The Ohio State UniversityAug 2022 to May 2023
- Worthington IndustriesMay 2022 to Nov 2022
- PetlandSep 2021 to Feb 2023
- The Ohio State UniversityAug 2021 to May 2022
- S&s TireJun 2021 to Aug 2021
- The Ohio State UniversityAug 2020 to May 2021
- The Ohio State UniversityAug 2019 to May 2020
- Upper Arlington High SchoolAug 2018 to May 2019
- Smoothie KingJun 2018 to Aug 2018
- Upper Arlington High SchoolAug 2017 to May 2018
- Upper Arlington High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Kmg Fiduciary Partners, LLC
$1.7BAssets managed
1,310Clients
7Advisers
8 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
- 7777482
- Firm CRD
- 298331