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Benjamin Hans Boettcher

THE HELMSTAR GROUP, LLC·BOISE, Idaho
Series 7, Series 66Clean record18 years registeredTHE HELMSTAR GROUP, LLC
250 SOUTH 5TH STREET, BOISE, ID 83702CRD# 4529609Firm CRD# 145074

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Hans Boettcher · BOISE, ID
Registration
CRD #4529609 · THE HELMSTAR GROUP, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

HELMSTAR WEALTH MANAGEMENT
Oct 2007 – present
FIC-BOISE, LLC
Jan 2010 – May 2012
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · October 1, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE HELMSTAR GROUP, LLC
CRD 145074 · SEC 801-108320
AUM
$455M
Regulatory assets under management
Employees
14
1,530 client accounts
Services offered by THE HELMSTAR GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE HELMSTAR GROUP, LLC →
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05

Frequently Asked Questions

What services does Benjamin Hans Boettcher offer?
Benjamin Hans Boettcher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.
What are Benjamin Hans Boettcher's credentials?
Benjamin Hans Boettcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Hans Boettcher located?
Benjamin Hans Boettcher is based in BOISE, Idaho, working with THE HELMSTAR GROUP, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Benjamin Hans Boettcher charge for services?
Benjamin Hans Boettcher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE HELMSTAR GROUP, LLC?
THE HELMSTAR GROUP, LLC has approximately 14 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE HELMSTAR GROUP, LLC

Thomas Frank Steelman
BOISE, ID
Desiree Diane Trueba
BOISE, ID

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