Hellmer Wealth Management

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Jackson, TN
Hellmer Wealth Management

"We put the clients’ needs first, above all else." Craig A Hellmer Craig A. www.finra.org and www.sipc.org.

Hellmer, has worked extensively in the field of wealth management and financial planning since 1997. Craig holds a Bachelor of Business Administration degree with a concentration in finance from Freed-Hardeman University. He is a Registered Principal (Series 24), a Registered Representative (Series 7), an Investment Advisory Representative for LPL Financial (Series 66), as well as a Life, Health a

nd Annuities licensee. In 2005, he founded Hellmer Wealth Management. “We focus on clients’ needs by not having sales goals nor do we offer proprietary investment products. Our focus remains on you, the client.”

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For a list of states in which I am/we are registered to do business, please visit www.hellmerwealth.com

05/04/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

04/27/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

04/20/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

04/13/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...

04/06/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

03/30/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

03/23/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

03/16/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

03/09/2026

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

Monthly Market Insights | March 2026 U.S. and Canadian Markets U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East. Th...

Address

802 Cooper Anderson Road
Jackson, TN
38305

Telephone

+17316646944

Website

http://www.hellmerwealth.com/

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