TS
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Thomas Frank Steelman

18 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
490 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$586.9M

Fee Structure

Minimum Investment:$500K
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Location

250 South 5th Street, Suite 600, Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas is an insurance agent for multiple companies, implementing insurance solutions since 2004, dedicating a few hours per week to this activity. Thomas is also a 50% owner of The Helmstar Group.

Employment History
Current Registrations
Helmstar Wealth Management
October 2007 - Present · 18 yrs 4 mos
Previous Registrations
Fic-Boise, LLC
January 2010 - May 2012 · 2 yrs 4 mos
State Registrations2 states
IDTX
Advisor
Exams
No exam information available for this advisor.
Thomas Frank Steelman - Financial Advisor | TrueAdvisor