Benjamin Boettcher, financial advisor Boise ID

Benjamin Boettcher

CRD Number: 4529609
Current Firm: Helmstar Wealth Management

Benjamin Boettcher (CRD# 4529609) is an Investment Advisor Representative working at Helmstar Wealth Management in Boise, ID and has over 21 years of experience in the finance industry. Benjamin Boettcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Helmstar Group Boise, ID Aug 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Benjamin H. Boettcher
Phone Number: 208-429-0800
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    455
    MILLIONS
  • Total Number of Accounts
    1,530
    ACCOUNTS
  • Average Account Value
    $297,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, ID, OR, TX, UT, WA

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