Robb
Schober
The Helmstar Group, LLC
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About this Advisor
Robb Schober is a certified financial planner who works in Boise, Idaho with a total of 14 years of relevant experience. Schober is on the advisory team at The Helmstar Group, LLC. Over the course of their career, they have held roles at Beneficial Life and The Helmstar Group. Schober maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Idaho. The Helmstar Group, LLC is a firm that has its headquarters in Boise, ID. It has $377 million in total assets among its 1,527 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 1,527 customer accounts, 33% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules depend on the services offered. However, fees charged by The Helmstar Group, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Helmstar Group, LLC Brokerage Details
$377,188,179
10
1,527
$247,013
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robb Schober Work History
Robb has been registered as a financial advisor for 14 years.*
The Helmstar Group
Beneficial Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robb Schober to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Helmstar Group, LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
