Unclaimed Profile

Desiree Diane Trueba

THE HELMSTAR GROUP, LLC·BOISE, Idaho

Series 65Clean record6 years registeredTHE HELMSTAR GROUP, LLC

250 SOUTH 5TH STREET, BOISE, ID 83702CRD# 7171505Firm CRD# 145074

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Desiree Diane Trueba · BOISE, ID

Registration

CRD #7171505 · THE HELMSTAR GROUP, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE HELMSTAR GROUP, LLC

HELMSTAR WEALTH MANAGEMENT

Sep 2019 – Mar 2026

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 12, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE HELMSTAR GROUP, LLC

CRD 145074 · SEC 801-108320

AUM

$455M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Desiree Diane Trueba offer?

Desiree Diane Trueba specializes in Financial Planning, Investment Management, Wealth Management.

What are Desiree Diane Trueba's credentials?

Desiree Diane Trueba is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Desiree Diane Trueba located?

Desiree Diane Trueba is based in BOISE, Idaho, last registered with THE HELMSTAR GROUP, LLC.

How does Desiree Diane Trueba charge for services?

Desiree Diane Trueba'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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