Robb Schober, financial advisor Boise ID

Robb Schober

CRD Number: 2934910
Current Firm: Helmstar Wealth Management

Robb Schober (CRD# 2934910) is an Investment Advisor Representative working at Helmstar Wealth Management in Boise, ID and has over 26 years of experience in the finance industry. Robb Schober 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 2009 - Current 14
Beneficial Life Boise, ID Jun 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Robb H. Schober
Phone Number: 208-429-0800
Registered State(s):
  • ID
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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