Heidi Helmeke has been CEO/CCO/Owner of Enspyre Wealth Advisors since January 2019, is a control person of the firm and directly owns 75% or more of it.
Enspyre Wealth Advisors, Inc. is a Woodbury, MN firm with $218M under management, 133 clients and 1 adviser in one office, as of its March 2026 filing.
Heidi Helmeke is Founder and President of Enspyre Wealth Advisors. She founded Enspyre in 2019, after nearly thirty years as an advisor, author, instructor and mentor. Since 1990, she has been guiding clients through the forces that money exerts in their lives.
Heidi Helmeke’s longest registration is the current one, 7 years at Enspyre Wealth Advisors since 2019. Before joining Enspyre Wealth Advisors in 2019, Heidi Helmeke was registered through Prestige Wealth Management.
- – present · 7 yearsWoodbury, MN · Adviser representative · Firm CRD 300992
- Prestige Wealth Management– · 5 yearsWoodbury, MN · Adviser representative · Firm CRD 110304
Professional designations
Listed by Enspyre Wealth Advisors
- CFP
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 1 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 December 1992 |
| Series 7 | General Securities Representative Examination | 25 November 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heidi Jo Helmeke
- CRD
- 2302043
- Firm
- Enspyre Wealth Advisors · CRD 300992
- Role
- CEO/CCO/Owner
- Office
- 724 BIELENBERG DR., SUITE 144, Woodbury, MN 55125
- Registration
- Investment adviser registration
- In the industry since
- November 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- enspyrewealth.com
Where does Heidi Helmeke work?
Heidi Helmeke has been CEO/CCO/Owner of Enspyre Wealth Advisors, Inc. since January 2019, and is a control person of the firm.
Is Heidi Helmeke a financial advisor?
Yes. Heidi Helmeke has a current investment-adviser registration, through Enspyre Wealth Advisors since May 2019.
How many years of experience does Heidi Helmeke have?
Heidi Helmeke has 33 years in the financial industry, since November 1992, across 2 adviser firms.
What exams has Heidi Helmeke passed?
Heidi Helmeke has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in November 1992. FINRA credited Heidi Helmeke with the SIE, which began in October 2018.
Where is Heidi Helmeke based?
Heidi Helmeke’s registered office is in Woodbury, MN.
Is Heidi Helmeke registered with FINRA?
No. Heidi Helmeke has no current broker registration.
Is Heidi Helmeke a CFP?
Enspyre Wealth Advisors lists Heidi Helmeke with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Heidi Helmeke’s record?
Search CRD 2302043 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heidi Helmeke’s full registration record.