portrait of Wayne A Helms

About Wayne

Growing up in Kansas, I graduated from Kansas State University with dual degrees in civil engineering and business administration. I enjoyed an 18-year career with ARCO in the pipeline business which ultimately landed me and my family in Alaska. I joined Edward Jones in 1997 as a financial advisor right here in Anchorage. I currently hold the CFP® and AAMS® designations.

My interest in investments and desire to remain in Alaska were the primary reasons for me to seek out a career with Edward Jones. What I discovered as I launched my business is that the opportunity to serve clients and...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesNovember 1997 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Kansas State UniversityBachelors
  • Kansas State UniversityBachelors

Personal Interests

  • Traveling
  • Camping
  • Fishing
  • Hunting
  • Golfing

Team Members

  • Tracy Padrick
    Sr. Branch Office Administrator

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