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Helm Financial Services
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Craig Alexander, Financial Advisor serving the Northbrook, IL area - Ameriprise Advisors

Craig Alexander

Financial Advisor
Helm Financial Services
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance

Education

  • Bachelor of Arts - Political Science - Northern Illinois University - DeKalb, Illinois - 1996

Awards & recognition

  • Helm Financial Services, Forbes Best-in-State Wealth Management Teams, 2024-2025

Previous experience

  • Financial Advisor, CRPC™ w/ The Heartland Group (Chicago, IL.), 01/2010 - 07/2011
  • Financial Advisor, CRPC™ w/ Ameriprise Financial Services, LLC (Chicago, IL.), 09/2005 - 12/2009
  • Financial Advisor w/ American Express Financial Advisors (Chicago, IL.), 05/2005 - 09/2005
  • Trader w/ Assent Trading (Chicago, IL.), 05/2004 - 03/2005
  • Trader and Trainer w/ Maverick Trading (Chicago, IL.), 04/2001 - 03/2004

Honored to be recognized in Forbes

I’m excited to share that Helm Financial Services has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Connect with us

Craig Alexander may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.