Tim Helman, CFP®, ChFC®, CLU®, Senior Investment Consultant

Tim Helman is a senior investment consultant at Commonwealth, member FINRA/SIPC, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer. Tim provides advisors with comprehensive investment solutions related to mutual funds, exchange-traded funds, separately managed accounts, asset allocation, approved advisory platforms, and case design. He holds FINRA Series 7 and 66 securities registrations and received his BSBA in finance from the University of Vermont.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
  • Actively Seeking Tax Alpha

    An active approach to tax management is an effective way to add value to your clients’ portfolios—learn how to gain the outperformance known as tax alpha.

    Tim Helman, CFP®, ChFC®, CLU®

    Tim Helman, CFP®, ChFC®, CLU®

    09.09.20