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Cory Helmbrecht, CWS®

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 is a consultant, relationship manager, based out of the CAPTRUST Lakeside location.

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
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