Savant Wealth Management

Todd J. Helle

EA

Director of Tax & Consulting / Member Owner

Clients place an enormous amount of trust in us, and I take pride in helping them pursue their goals by guiding them through the twists and turns that life presents them.

2225 Mormon Trek Boulevard Suite 200 Iowa City, IA 52246
319.339.4884

Todd is a director of Savant Tax & Consulting in our Iowa City, IA office. He has a membership interest in Savant.

Todd is an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service.

Todd has been involved in the financial services industry since 1994. He worked for Terry Lockridge & Dunn from 1999 until it joined with Savant in 2022. Prior to joining Terry Lockridge & Dunn, he was an accountant for John C. Wagner Law Offices.

Todd serves on the board of directors of CBI Bank and Trust and Goodwill of the Heartland. He is a member of the Iowa City Noon Rotary Club and Knights of Columbus.

Todd earned a bachelor’s degree in accounting from Central College in Pella, IA. He and his wife Sarah have three children, Grant, Lauren, and Morgan. He enjoys spending time with his family.

Education &
Designations

  • Central College
    Bachelor’s in Accounting
  • Enrolled Agent (EA)

Affiliations &
Community Service

  • CBI Bank and Trust – board member
  • Goodwill of the Heartland – board member
  • Iowa City Noon Rotary Club – member
  • Knights of Columbus – member

Contact Todd

"*" indicates required fields

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Contact