Best Investors Account Sign in
Inactive

Thomas Frank Steelman

Helmstar Wealth Management

Boise, ID

Claim This Profile
Current Employers
Helmstar Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-10-11
ID RA APPROVED 2007-10-01
  • TX RA
    APPROVED_RES
    Since 2017-10-11
  • 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
OrganizationCityStateFromTo
The Helmstar Group, Llc Boise ID 08/2007 Present
  • 08/2007 → Present
    The Helmstar Group, Llc
    Boise, ID
Previous Registrations
  • 2010-01-18 → 2012-05-14
    Fic-Boise, Llc
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. STEELMAN IS A 50% OWNER OF THE HELMSTAR GROUP.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-17
S63 Uniform Securities Agent State Law Examination 2004-08-27
  • S65 Uniform Investment Adviser Law Examination
    2006-03-17
  • S63 Uniform Securities Agent State Law Examination
    2004-08-27
Other Names
  • Thomas Steelman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boise, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor