WiseBridge aligns with national advocacy group


The Wisebridge team includes Catherine Bulcher, Aaron Watkins and Cindy Helman.

The Wisebridge team includes Catherine Bulcher, Aaron Watkins and Cindy Helman.


Courtesy photo

SIDNEY – WiseBridge Wealth Management renewed their membership with the Financial Services Institute (FSI), an organization dedicated to advocacy work on behalf of “Main Street” Americans’ access to objective, affordable advice from independent financial advisers.

Since 2004, through advocacy, education, and public awareness, FSI has successfully promoted a more responsible regulatory environment for over 80 independent financial services firm members and their 130,000+ affiliated financial advisers. That equals roughly 45% of all producing registered representatives.

FSI works to create change by its involvement in Financial Industry Regulatory Authority (FINRA) governance. It also constructively engages the regulatory and legislative processes, working to create a healthier regulatory environment for its members.

“I am proud to renew our membership with FSI, an organization that works hard every day to protect our clients’ access to quality financial advice,” said local financial adviser Cindy Helman. “FSI helps educate elected officials and regulators on what Americans need from financial advisers, and how the industry works with clients to secure their financial futures.”

“We are very pleased to have WiseBridge renew their membership,” said Dale E. Brown, FSI president and CEO. “Our advocacy is only as effective as our engaged members . . . We plan to continue to work closely with WiseBridge as we advocate for independent financial advisers and the hard-working clients they serve.”

WiseBridge offers simple, visible strategies and solutions with access to thousands of independent, non-proprietary financial products and services, allowing WiseBridge to deliver a customized financial strategy to fit each client’s individual situation.

The team at WiseBridge have been independent advisers since 1995. They are affiliated with Money Concepts Capital Corporation and are active in many community initiatives and non-profit organizations.

For more information about WiseBridge, located at 411 Russell Road in Sidney, call Cindy Helman, a registered financial consultant at 937-518-1776 (office) or 937-726-3878 (cell), email her at chel[email protected], or visit moneyconcepts.com/helman.

Additional information about FSI can be obtained by visiting financialservices.org.

The Wisebridge team includes Catherine Bulcher, Aaron Watkins and Cindy Helman.
https://www.sidneydailynews.com/wp-content/uploads/sites/47/2022/03/web1_WBW-Team-5-2021.jpgThe Wisebridge team includes Catherine Bulcher, Aaron Watkins and Cindy Helman. Courtesy photo