Benjamin Boettcher has been Managing Member of The Helmstar Group since August 2007, is a control person of the firm and directly owns between 50% and 75% of it.
The Helmstar Group, LLC is a Boise, ID firm with $786M under management, 538 clients and 8 advisers in one office, as of its March 2026 filing.
Benjamin Boettcher’s longest registration is the current one, 19 years at The Helmstar Group since 2007.
- Fic-Boise, LLC– · 2 yearsSalt Lake City, UT · Adviser representative · Firm CRD 152155
- Helmstar Wealth ManagementCurrent– present · 19 yearsBoise, ID · Adviser representative · Firm CRD 145074
Investment adviser representative registrations
Benjamin Boettcher is registered as an investment adviser representative in 2 states. The first approvals date from October 2007; the most recent is Texas, in September 2016.
- IdahoSince 1 October 2007
- TexasSince 7 September 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 21 October 2002 |
| Series 66 | Uniform Combined State Law Examination | 3 September 2002 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Benjamin Hans Boettcher
- CRD
- 4529609
- Firm
- The Helmstar Group · CRD 145074
- Role
- Managing Member
- Office
- 250 SOUTH 5TH STREET, SUITE 600, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Benjamin Boettcher work?
Benjamin Boettcher has been Managing Member of The Helmstar Group, LLC since August 2007, and is a control person of the firm.
Is Benjamin Boettcher a financial advisor?
Yes. Benjamin Boettcher has a current investment-adviser registration in Idaho and Texas, through The Helmstar Group since October 2007.
How many years of experience does Benjamin Boettcher have?
Benjamin Boettcher has 19 years in the financial industry, since October 2007, across 2 adviser firms.
What exams has Benjamin Boettcher passed?
Benjamin Boettcher has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in September 2002.
Where is Benjamin Boettcher based?
Benjamin Boettcher’s registered office is in Boise, ID.
Is Benjamin Boettcher registered with FINRA?
No. Benjamin Boettcher has no current broker registration.
How can I verify Benjamin Boettcher’s record?
Search CRD 4529609 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Boettcher’s full registration record.