Benjamin Hans Boettcher

Employer firm

Helmstar Wealth Management CRD 145074

$786M regulatory AUM 8 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Helmstar Wealth Management

250 South 5Th Street Suite 600, Boise, ID 83702 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-09-07
ID	RA	APPROVED	2007-10-01

TX RA
APPROVED

Since 2016-09-07
ID RA
APPROVED

Since 2007-10-01

Branch Locations

250 South 5Th Street Suite 600, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Helmstar Group	Boise	ID	08/2007	Present

08/2007 → Present

The Helmstar Group

Boise, ID

Previous Registrations

2010-01-18 → 2012-05-14

Fic-Boise, Llc

Salt Lake City, UT

Other Businesses

INSURANCE-NON-INVESTMENT; 250 SOUTH 5TH STREET, SUITE 600, BOISE, ID 83702. IMPLEMENT INSURANCE SOLUTIONS: AGENT TO MULTIPLE COMPANIES. START DATE:5/2004. 5 HRS/WEEK DURING TRADING HRS. MR. BOETTCHER IS A 50% OWNER OF THE HELMSTAR GROUP.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-09-03

S66 Uniform Combined State Law Examination

2002-09-03

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Ben Boettcher
Benji Boettcher

View on SEC IAPD