Katherena Weyand has been an investment adviser representative at The Helmstar Group since February 2021, and is not listed among the firm’s executive officers or direct owners.
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.
- Helmstar Wealth ManagementCurrent– present · 5 yearsBoise, ID · Adviser representative · Firm CRD 145074
Investment adviser representative registrations
Katherena Weyand is registered as an investment adviser representative in Idaho, since February 2021.
- IdahoSince 25 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 February 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7330810
- Firm
- The Helmstar Group · CRD 145074
- Office
- 250 SOUTH 5TH STREET, SUITE 600, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Katherena Weyand work?
Katherena Weyand is an investment adviser representative registered through The Helmstar Group, LLC since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Katherena Weyand a financial advisor?
Yes. Katherena Weyand has a current investment-adviser registration in Idaho, through The Helmstar Group since February 2021.
How many years of experience does Katherena Weyand have?
Katherena Weyand has 5 years in the financial industry, since February 2021, across 1 adviser firm.
What exams has Katherena Weyand passed?
Katherena Weyand passed the Series 65 in February 2021.
Where is Katherena Weyand based?
Katherena Weyand’s registered office is in Boise, ID.
Is Katherena Weyand registered with FINRA?
No. Katherena Weyand has no current broker registration.
How can I verify Katherena Weyand’s record?
Search CRD 7330810 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katherena Weyand’s full registration record.