Our Qualifications
Charles A. Blossom, CFP®
President and CEO of Prestige Wealth Management., Charles graduated from the University of St. Thomas with a degree in economics and political science, and has attained the Certified Financial Planner™ designation, as well as Investment Advisor Representative status. Having established one of the first integrated financial planning firms in the Twin Cities, he is a branch manager with Securities America, Inc., a member of FINRA and SIPC. He is a lay member of the Hennepin County Bar Association's legal fee arbitration committee, and served as an investigator for the Fourth Judicial District Ethics Committee. Charles is also a continuing education instructor on investments, insurance, and accounting.
Heidi J. Helmeke, CFP®
Heidi graduated from Marquette University with a degree in psychology, and has attained the Certified Financial Planner™ designation, as well as Investment Advisor Representative status. Having previously managed an investment office at a bank, she holds her Registered Principal license, as well as Registered Representative license with Securities America Inc., a member of FINRA and SIPC. She is an instructor in employee benefits for some of the largest employers in the area. Heidi also volunteers as an instructor on financial topics at local high schools.
CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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