Athena Helinski
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Athena Helinski is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2023. Outside of her financial advisory role, she is employed as a physician assistant at Munson Healthcare Grayling Hospital, where she has worked since 2008. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
2384 S I 75 Business Loop
Grayling, MI 49738
Most active in
Athena H has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
Ameriprise
2023 - Present (3 years)
Munson Healthcare Grayling Hospital
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael G
CFP®
Grayling, MI
Planvesting, LLC
Wayne K
Series 63, Series 65
Grayling, MI
Scout Financial Planning
Mark S
Series 63, Series 66
Grayling, MI
Ameriprise
Roger C
Series 66
Roscommon, MI
Raymond James & Associates
Ashley B
Series 66
Grayling, MI
Edward Jones
Hunter M
Series 66
Grayling, MI
LPL Financial
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