Christopher Adam Helmick
Investment Adviser Representative at Converse TEAM Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Adam Helmick is an investment adviser representative in Wichita, KS, currently registered with Raymond James Financial Services Advisors, Inc and Converse TEAM Financial Services, LLC. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas and Texas.
Registrations & licenses
- Investment adviser:
- Kansas, Texas
- Broker:
2 states and territories
Kansas, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 – Jul 2022Wichita, KS
- Wichita Federal Credit UnionAug 2016 – Jun 2018Wichita, KS
- Wells Fargo Clearing Services, LLCJul 2022 – Jan 2023Frontenac, MO
- Raymond James Financial ServicesSep 2023 – no end date reportedWichita, KS
- Custom Alluring Homes LLCOct 2022 – Aug 2023Wichita, KS
- Raymond James Financial Services Advisors, IncSep 2023 – no end date reportedWichita, KS
- Keating & Associates, Inc.Sep 2023 – May 2025Wichita, KS
- Converse Team Financial Services, LLCApr 2025 – no end date reportedWichita, KS
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Converse TEAM Financial Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Wichita, KS
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Adam Helmick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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