Briggs Ikaika Elia Andreasen

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

• 10/2016 → 07/2017
  Reiss Jackson & Company, Cpas
  Redlands, CA
• 08/2015 → 08/2018
  Brigham Young University
  Provo, UT
• 01/2015 → 04/2019
  Troy J. Andreasen M.D., Inc.
  Ontario, CA
• 08/2018 → 04/2019
  Brigham Young University
  Provo, UT
• 04/2021 → Present
  Troy J. Andreasen M.D., Inc.
  Ontario, CA
• 06/2021 → 01/2025
  Inland Breast And Body Surgery Center
  Ontario, CA
• 02/2025 → Present
  The Helmstar Group, Llc
  Boise, ID
• 04/2019 → 04/2021
  Medical School
  Loma Linda, CA

Other Businesses

Troy J. Andreasen M.D., Inc.; Management Consultant; investment related: No; Location: 3333 E Concours St Ontario CA 92374; Description: Business is a medical practice for which I oversee bookkeeping remotely and provide management consulting services. Management consulting and bookkeeping services, all work done on weekends; pay is a salary, not commission-based compensation.; Responsibilities Duties: Infrequent financial and operations analysis, bookkeeping, consulting for company management; Start date: 2021-04-05; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 30.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-04
• S66 Uniform Combined State Law Examination
  2024-10-19