David C. Helfrich
East Stroudsburg University
Bachelor of Science in Economics
Minor in Corporate & Personal Finance
Registrations & Licenses:
FINRA Series 6, 7 & 63 Registrations
Life, Health and Accident Insurances -
Licensed in approximately 12 States as of October 2012
As a Senior Financial Advisor at Allied Wealth Partners, David C. Helfrich is recognized for his 29 years of client dedication, leadership and excellence in all aspects of wealth management.
Valued clients are accustomed to a quality consultative experience as well as pertinent financial education. David takes pride in building life and annuity insurance solutions that compliment his clients' financial lifestyles. His approach is comprehensive, helping individuals utilize life insurance to provide protection and in some cases supplement tax advantaged streams of income for retirement or college tuition purposes. In addition, he offers financial strategies aimed to provide relief from estate taxation and helps them address estate erosion to work towards continued fiscal security of future generations. David also works closely with small business owners to implement employee benefit packages, including 401k, 403b, Simple IRA, and group health insurance.
What separates him from many of his professional peers is his commitment to listening to his clients' needs and recommending a high-quality product or service that will help enable them to meet individual objectives. He guides each client every step of the way from the fact-finding stage to implementation and goes the extra mile to maintain his professional relationships.
Since 2001, his professional excellence and personal integrity have been honored with firm awards including the Distinguished Achievement Award of 2006 and being consecutively nominated amongst the "Top 10 in Sales". David is a Life & Qualifying Member of The Million Dollar Round Table and has been nominated for Court of the Table.
Mr. Helfrich holds a Bachelor of Science in Economics from East Stroudsburg University and certification in Series 6, 7 and 63. Additionally, he is licensed in life, health and accident insurance in approximately 12 states as of October 2012.
Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.
Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender periods. Please keep in mind that the primary reason to purchase a life insurance product is the death benefit. Policy loans and withdrawals may create an adverse tax result in the event of a lapse or policy surrender and will reduce both the cash value and death benefit.
David C. Helfrich is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.