Thomas
Steelman
The Helmstar Group, LLC
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About this Advisor
Thomas Steelman is a financial advisor operating out of Boise, Idaho with a total of 16 years of relevant experience. Steelman works at The Helmstar Group, LLC. They have spent their complete employment at The Helmstar Group, Llc. Steelman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Idaho and Texas. The Helmstar Group, LLC is a registered investment company based out of Boise, ID. It controls $377 million in assets between its 1,527 accounts, making it one of the larger firms in the nation by assets under management. The firm serves three charities and foundations. Of its 1,527 customer accounts, 33% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually are based on the services provided. However, fees billed by The Helmstar Group, LLC can consist of some 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
Thomas Steelman Work History
Thomas has been registered as a financial advisor for 16 years.*
The Helmstar Group, LLC
*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 Thomas Steelman 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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