Broker Check
Blake Helms

Blake Helms

Investment Advisor Representative of Osaic Wealth, Inc.

(319) 393-6526

bhelms@sfg-cfg.com

Blake has been in the financial services business since 2015 and holds a life and health insurance license, as well as FINRA Series 6,63, and 65 registrations. He graduated from the University of Iowa with Bachelor of Arts Degree in Business Economics and is a proud member of NAIFA.

Blake takes a holistic financial planning approach to help individuals and families preserve and invest their assets. He and his wife, Monika, reside in Cedar Rapids with their one-year-old son. In his free time, Blake enjoys spending time with family and friends, golfing, fitness, and cheering on Iowa sports teams and the Minnesota Vikings.