Helen Hartman

from Redwood Financial Network
SEC regulated
Regulated Investment Advisor
Helen Hartman is a financial advisor based in Ohio, Solon, with 18 years of experience. Helen currently works for Redwood Financial Network. Helen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Helen Hartman works at Redwood Financial Network
Redwood Financial Network is a financial advisory firm based in Solon, Ohio. It currently has approximately $163,532,650 of assets under management and employs about 11 people. Redwood Financial Network uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and subscription fees for software or web based applications.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and subscription fees for software or web based applications
Office location
30285 Bruce Industrial Parkway, Suite A, Solon, Ohio, 44139

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