Morgan Wickline has been an investment adviser representative at Helium Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners. Morgan Wickline holds a Bachelor's degree in Business Administration with a focus on finance and mathematics from Washington State University.
Helium Advisors LLC is a Vancouver, WA firm with $234M under management, 279 clients and 4 advisers across 2 offices, as of its May 2026 filing.
Morgan Wickline is Financial Advisor of Helium Advisors. She joined the firm as an intern and has since become a financial consultant working with clients, with work spanning client services and financial planning. She has worked closely with the firm's financial advisors and tax professionals.
- Helium Advisors LLCCurrent– present · 5 yearsVancouver, WA · Adviser representative · Firm CRD 282356
Investment adviser representative registrations
Morgan Wickline is registered as an investment adviser representative in Washington, since January 2026.
- WashingtonSince 20 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Morgan Ann Wickline
- CRD
- 7404098
- Firm
- Helium Advisors · CRD 282356
- Office
- 222 NE PARK PLAZA DR, PARK TOWER III, SUITE 116, Vancouver, WA 98684
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heliumadvisors.com
Where does Morgan Wickline work?
Morgan Wickline is an investment adviser representative registered through Helium Advisors LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Morgan Wickline a financial advisor?
Yes. Morgan Wickline has a current investment-adviser registration in Washington, through Helium Advisors since January 2026.
How many years of experience does Morgan Wickline have?
Morgan Wickline has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Morgan Wickline passed?
Morgan Wickline passed the Series 65 in June 2021.
Where is Morgan Wickline based?
Morgan Wickline’s registered office is in Vancouver, WA.
Is Morgan Wickline registered with FINRA?
No. Morgan Wickline has no current broker registration.
How can I verify Morgan Wickline’s record?
Search CRD 7404098 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Wickline’s full registration record.
