KW
CFP
KW
CFP

Katherena Weyand

4 Years of Experience
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 Activities

Katherena Weyand is a licensed insurance agent but spends no time in that capacity and receives no compensation. Therefore, her activities are not insurance-related.

Employment History
Current Registrations
Helmstar Wealth Management
February 2021 - Present · 5 yrs
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.