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Thomas Frank Steelman

THE HELMSTAR GROUP, LLC·BOISE, Idaho
Series 6, Series 7, Series 63, Series 65Clean record18 years registeredTHE HELMSTAR GROUP, LLC
250 SOUTH 5TH STREET, BOISE, ID 83702CRD# 4828067Firm CRD# 145074

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Frank Steelman · BOISE, ID
Registration
CRD #4828067 · 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 6
Series 7
Series 63
Series 65
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 Thomas Frank Steelman offer?
Thomas Frank Steelman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.
What are Thomas Frank Steelman's credentials?
Thomas Frank Steelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Frank Steelman located?
Thomas Frank Steelman 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 Thomas Frank Steelman charge for services?
Thomas Frank Steelman'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

Benjamin Hans Boettcher
BOISE, ID
Desiree Diane Trueba
BOISE, ID

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