Canterbury Investment Management
46yrs
Top advisor by experience in Zionsville
26yrs
Beth Helm has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Zionsville, Indiana. Beth joined Merrill in 2007, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 84 advisors with offices in Zionsville, and one of 78 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience at Merrill
Office10800 N Michigan Rd, Zionsville, IN 46077
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2007 – nowMerrillCurrent firm
Contact Beth
Local office(317) 732-9736Ask for Beth. (800) 637-7455Main office · New York, NY 10800 N Michigan RdZionsville, IN 46077Office · Get directions
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Questions to ask Beth
Tailored to Beth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Beth
How do I contact Beth?
Call Beth’s local office at (317) 732-9736 or the Merrill main office at (800) 637-7455, and ask for Beth Helm.
How long has Beth been a financial advisor?
Beth has been in the industry since 2000, about 26 years. Top 24% by experience at Merrill.
What licenses does Beth hold?
Series 66. Tap any license on this page to see what it allows.
Is Beth a fiduciary?
Beth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beth paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Beth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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