Work History
Edward Jones
Edward JonesMay 2016 to Current
About Katie
Dream Big. Plan Smart. Live Fully.
I’m Katie Helmstadter, a financial advisor with Edward Jones, and I geek out over financial strategies. No, really—I love helping clients create appropriate financial strategies so they can reach their biggest goals. Because what’s the point of wealth if you’re not using it to build a life you love?
My passion for planning comes from a personal connection to Huntington’s disease—a condition that shaped how I see the world. Growing up, I wrestled with uncertainty about the future. But instead of letting it hold me back, I made a decision: I would live as if life...
I’m Katie Helmstadter, a financial advisor with Edward Jones, and I geek out over financial strategies. No, really—I love helping clients create appropriate financial strategies so they can reach their biggest goals. Because what’s the point of wealth if you’re not using it to build a life you love?
My passion for planning comes from a personal connection to Huntington’s disease—a condition that shaped how I see the world. Growing up, I wrestled with uncertainty about the future. But instead of letting it hold me back, I made a decision: I would live as if life...
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
- Insurance & Annuities
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Work History
Edward Jones
Edward JonesMay 2016 to Current
Certifications
ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Education
Univ of WI,Stevens Point
Univ of WI,Stevens PointBachelor of Science
Education
Univ of WI,Stevens Point
Univ of WI,Stevens PointBachelor of Science
Personal Interests
- Traveling
- Fishing
- Gardening
- Motorcycles
- Camping
Team Members
Dawn ArnoldSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 12:00PM |
| Fri | 08:00AM - 12:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 12:00PM |
| Fri | 08:00AM - 12:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
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