1 month ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- With CAPTRUST Since 2020
- 2199261182
-
3100 Village Pt
#200
Chesterton, IN 46304
Cory Helmbrecht, CWS®
Consultant,
Relationship Manager
- Mora, MN
- Power of Habit | Yes Man
- Morgan Freeman, Steve Jobs, and Yvon Chouinard
- Don't judge your success by another's ruler
- Drive, punctuality and tenacity
Financial Advisors
Cory Helmbrecht is a consultant and relationship manager based in Chesterton, IN.
Cory joined CAPTRUST in 2020 and is charged with organizing and preparing client meetings, following up with client tasks, and researching strategies to help his clients along their financial journeys.
Prior to joining CAPTRUST, Cory served as a financial advisor with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002.
When he is not at the office or with a client, Cory is an avid outdoorsman and enjoys spending time kayaking and biking.
Education
- Bachelor of Science degree in economics and marketing from Purdue University North Central
Industry Designations
- Certified Wealth Strategist® (CWS®)
Memberships
- Volunteer, Boys and Girls Clubs of Greater Northwest Indiana PALS Program
- Volunteer, Rebuilding Together Duneland
- Volunteer, United Way
News & Resources
Announcements
Announcements
2 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
