EM
Erik Morgan Helmstetter
CRD 3173525
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Oder Investment Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Oder Investment Management, Llc
Portfolio Manager, Trustee Of The Helmstetter Family Revocable Trust, Dated July 10, 2008 · 5% – 10% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗