Christa Helma, financial advisor Freeman SD

Christa Helma

CRD Number: 5316625
Current Firm: Priority Investment Services, LLC

Christa Helma (CRD# 5316625) is an Investment Advisor Representative working at Priority Investment Services, LLC in Freeman, SD and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Priority Investment Services LLC Freeman, SD Jan 2017 - Current 7
Priority Real Estate & Development LLC Freeman, SD Sep 2016 - Current 7
Jh Diesel & Ag Repair LLC Freeman, SD Oct 2015 - Current 8
Rainmaker Real Estate & Development Freeman, SD Jan 2013 - Sep 2016 3
Rainmaker Advisors Freeman, SD Sep 2012 - Sep 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Christa F. Helma
Phone Number: 605-925-4141
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $439,052
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

SD

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