Katharina Helmick, MBA 

Financial Advisor

Office: (781) 239-3380

Mobile: (781) 424-2223

Fax:  (781) 239-1040

Email: katharina.helmick@lpl.com


Katharina Helmick, as a Financial Advisor with LPL Financial, helps her clients on investing, insurance, spending, saving, college planning, retiring and inheritance issues, starting with a holistic planning review of her clients' financial infrastructure, while helping them clarify what is really important for them.

In her career she also has been an international management consultant, and a director of her family's large Brazilian transportation firm. Katharina has an MBA equivalent from the University of Munich, Germany, has lived and done business on three continents, and is fluent in English, German, and Portuguese. 

LPL Financial 

Weston, MA 

2008-Current | Financial Advisor 

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com.

Ameriprise Financial 

Waltham, MA 

2003-2008 | Financial Advisor

Inter-American Management Ltd 

Boston, MA 

1978-2002 | President 

Mrs. Helmick helped companies enter, or improve their market position in Germany and Brazil. With clients ranging from large global firms to small low and high tech firms, Katharina demonstrated an ability to quickly adapt and take charge of a variety of different finance and marketing assignments—often in previously unfamiliar technologies, markets, and industries. 

Transportes Fink, S.A. 

Rio de Janeiro, Brazil 

1966-1978 | Director 

Prior to founding Inter-American in Boston, Katharina Helmick was Director of her family firm Transportes Fink S.A. in Rio de Janeiro, an international transportation company with branches and storage facilities throughout Brazil, and with a highly developed worldwide agency network. Today the company remains one of the most prominent transportation firms in Brazil. 


FINRA Series 7 & 66 registrations in MA, CA and WA, along with Life, Annuity and Health Insurance License in MA


Community Rowing Inc., Brighton, MA


Dipl.-Kfm. Ludwig-Maximilians University, Munich, Germany (MBA equivalent)