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Patrick Helderman, Financial Advisor

FINANCIAL ADVISOR
Patrick Helderman

CFP®, CEPA®, AAMS™
650 S Prospect Ave Suite 207, Hartville, OH 44632opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Insurance & Annuities

About Patrick

In 2016, I began my Edward Jones career as a financial advisor in Lake Township/Hartville. I became a limited partner with Edward Jones in January of 2023.

I have been married to my wife, Rebecca, since May 2010, and we live in the community that I serve. In October of 2019, we had our first child, a beautiful baby girl, Madalynn. My personal interests include making memories with my family and friends, flying, outdoor activities and coffee.

My commitment to service extends to our local community and country. I am a proud member and volunteer with the Hartville Lion's Club. I have...

Work History

  • Edward JonesNovember 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of AkronBachelors

Team Members

  • Kathy Gopp
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(330) 877-3699

Fax

(888) 244-8769

Office Address

650 S Prospect Ave Suite 207
Hartville, OH 44632opens in a new window

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