Chief Compliance Officer · Helmstar Wealth Management
Robb H. Schober
CRD 2934910 · Named on Form ADV at one SEC-registered adviser
At a glance
Helmstar Wealth Management, an SEC-registered wealth manager based in Boise, ID with $786 million in regulatory assets, lists Robb H. Schober on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Helmstar Wealth ManagementChief Compliance OfficerWealth manager · Boise, ID · $786M in regulatory assets
AtlasMembers
Robb’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Thomas F. SteelmanManaging Member, Helmstar Wealth Management
- Benjamin H. BoettcherManaging Member, Helmstar Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robb’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.