Wells Fargo Advisors
43yrs
Top advisor by experience in Melbourne
22yrs
Chad Helpling
Financial advisor at Wells Fargo Advisors
Chad Helpling has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Melbourne, Florida. Chad joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Chad holds the CFP® designation.
One of 290 advisors with offices in Melbourne, and one of 268 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors in Florida
OfficeMelbourne, FL
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2022Wells Fargo Clearing Services, LLCPreviously
Contact Chad
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Chad. Melbourne, FLOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Chad
Tailored to Chad’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 Chad
How do I contact Chad?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Chad Helpling. Chad works from the Melbourne, FL office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2004, about 22 years. More experience than 65% of advisors in Florida.
What licenses does Chad hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Chad 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.
Other advisors nearby
Rossby Financial
43yrs
Top advisor by experience at Rossby Financial
Kestra Private Wealth Services
43yrs
Top 1% by experience in Melbourne
Rockefeller Capital Management
42yrs
Top 1% by experience in Melbourne
Investment Management Services Group
42yrs
Top 2% by experience in Melbourne
UBS Financial Services
42yrs
Top 2% by experience in Melbourne