The Helmstar Group, LLC

The Helmstar Group, LLC (CRD# 145074) is a financial advisory firm headquartered in Boise, ID. They manage $145,986,857 in 1,056 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    1,056
    ACCOUNTS
  • Average Account Value
    $138,245
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, ID, NE, OR, TX, UT

Financial Advisors at The Helmstar Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Benjamin H. Boettcher
CRD#: 4529609
250 South 5th Street, Suite 600, Boise, ID 83702
96
Wealthminder
score

Benjamin Boettcher (CRD# 4529609) is an Investment Advisor Representative working at The Helmstar Group, LLC in Boise, ID and has over 15 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.

2
Joseph M. Piscione
CRD#: 4807088
250 South 5th Street, Suite 600, Boise, ID 83702
96
Wealthminder
score

Joseph Piscione (CRD# 4807088) is an Investment Advisor Representative working at The Helmstar Group, LLC in Boise, ID and has over 13 years of experience in the finance industry. Joseph Piscione 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.

3
Robb H. Schober
CRD#: 2934910
250 South 5th Street, Suite 600, Boise, ID 83702
96
Wealthminder
score

Robb Schober (CRD# 2934910) is an Investment Advisor Representative working at The Helmstar Group, LLC in Boise, ID and has over 20 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.

4
Thomas F. Steelman
CRD#: 4828067
250 South 5th Street, Suite 600, Boise, ID 83702
93
Wealthminder
score

Thomas Steelman (CRD# 4828067) is an Investment Advisor Representative working at The Helmstar Group, LLC in Boise, ID and has over 13 years of experience in the finance industry.

5
Jacob A. Williams
CRD#: 6852076
250 South 5th Street, Suite 600, Boise, ID 83702
90
Wealthminder
score

Jacob Williams (CRD# 6852076) is an Investment Advisor Representative working at The Helmstar Group, LLC in Boise, ID and has 1 year of experience in the finance industry. Jacob Williams 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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