Thrivent Investment Management
36yrs
Top advisor by experience in Dodgeville
22yrs
Harold Patrick Hellen
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office120 South Iowa St., Dodgeville, WI 53533
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2018 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2008 – 2018Harbour Investments, Inc.Previously
Questions to ask Harold
Tailored to Harold’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Harold
How do I contact Harold?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Harold Patrick Hellen. Harold works from the Dodgeville, WI office.
How long has Harold been a financial advisor?
Harold has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Harold hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Harold a fiduciary?
Harold is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Harold paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Harold for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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