Ashley Maurine Helm

CFP

Merit Financial Advisors

10 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Merit Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

222 advisors

Number of Clients

14,417 clients

Average Client Portfolio

$734K average

Assets Under Management

$10.6B

Fee Structure

Location

Bozeman, MT

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Purshe Kaplan Sterling InvestmentsBroker

October 2025 - Present · 4 mos

Merit Financial Advisors

October 2025 - Present · 4 mos

Obsidian Personal Planning Solutions, LLC

May 2025 - Present · 9 mos

Previous Registrations

Osaic Wealth, INC.Broker

August 2024 - October 2025 · 1 yr 2 mos

Triad Advisors LLCBroker

February 2023 - August 2024 · 1 yr 6 mos

Northwestern Mutual Investment Services, LLCBroker

October 2015 - February 2023 · 7 yrs 4 mos

State Registrations2 states

MDMT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.