Joseph Michael Piscione

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  The Helmstar Group, Llc
  Boise, ID

Previous Registrations

• 2005-10-04 → 2013-10-09
  Equitable Advisors, Llc
  Eagle, ID
  Boise, ID
• 2008-11-10 → 2013-10-01
  Trek Financial
  Boise, ID
• 2005-12-19 → 2007-09-10
  Trek Financial
  Scottsdale, AZ
• 2004-08-16 → 2005-09-08
  Securian Financial Services, Inc.
  Nampa, ID

Other Businesses

1. Recurring income previous to joining The Helmstar Group with the following insurance companies: The Standard, AXA, Principal, and MassMutual. 2. Piscione & Associates, LLC, 2501 S. 5th Street, Ste. 600, Boise, ID 83702. Start date: 6/22/21. Financial planning. Position: Principal. Investment-related. 175 hours worked per month. 160 hours worked per month during securities trading hours. 3. Insurance. Non-investment related. 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 hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-14

Designations

• Certified Financial Planner

Other Names

• Joe Piscione