Cheryl Helder
Advisor at Merrill
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
Cheryl Helder is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2014 following experience as a financial analyst at a large computer services firm. Cheryl works alongside her husband and son, supporting families, individuals, and small business owners with personalized wealth management strategies and guided investing.
As a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor (PIA), Cheryl focuses on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and retirement income. She aims to empower clients to live for today while planning for tomorrow by developing tailored financial strategies designed to help clients pursue their long-term goals. Cheryl holds a bachelor's degree from the University of Wisconsin System.
Outside of her professional work, Cheryl spends time with family and friends at home and at the cabin. She also volunteers with community organizations, continuing the Merrill tradition of community participation. Her personal interests include boating, cooking, traveling, and watching movies.
Expertise
Wealth management
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Work history
Bank Of America, N.a.
2014 - Present (12 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2014 - Present (12 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.
Jeremy B
Series 66
Rochester, MN
Edward Jones
Parker H
Series 66
Rochester, MN
Merrill
Parker Helder is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists covering banking, credit, home financing, and small business solutions. Parker holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Saint Thomas. His approach emphasizes ongoing collaboration with clients to address their evolving financial concerns and objectives.
Addison S
Series 66
Rochester, MN
Edward Jones
Jacob K
Series 66
Rochester, MN
Edward Jones
Todd S
Series 66
Rochester, MN
Edward Jones
Jennifer C
Series 66
Rochester, MN
Edward Jones
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