1400 Blairs Ferry Road NE
Cedar Rapids, IA 52402
“Act as if what you do makes a Difference. IT DOES” -William James
Katrina Helle is a Financial Advisor with Green State Wealth Management Group at Green State Credit Union.
Prior to joining Green State, Mrs. Helle worked as a Senior Financial Consultant for TD Ameritrade. Prior to that she was a Regional Financial Consultant for Farm Bureau where she assisted 130+ agents with large net worth clients in Estate Planning, Legacy Planning and Financial Planning as well as presenting Educational Seminars. Prior to Joining Farm Bureau she was a Branch Financial Advisor for Banc of the West, assisting clients in reaching their financial dreams. Prior to Banc of the West she worked for Metlife as an Investment Advisor Representative presenting Educational Seminars to various businesses on retiring wisely and Estate Planning as well as helping clients plan for their successful financial futures (2010-2016). She has been a Financial Advisor for more than 8 years.
Mrs. Helle is a large proponent of volunteering. She was most recently the President of the Eastern Iowa Chapter of NAIFA. She also volunteers her time at the Financial Literacy Fair and through Junior Achievement. You can also find her assisting the ARC or coaching various sports.
Specialties: Leadership, presentations, holistic planning, investing, Insurance, building strong relationships and education.
Series 6, 63, 65, 7 FINRA Licenses
Iowa Life and Health License
Iowa Real Estate License
Certified Jazzercise Instructor
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. GreenState Wealth Management and Cambridge are not affiliated.
Non-deposit investment products are not FDIC or NCUA insured, are not guaranteed by the bank/financial institution, are not obligations of the bank/financial institution, and are subject to risks, including possible loss of the principal investment.