Peter Butler has been an investment adviser representative at The Helmstar Group since February 2023, and is not listed among the firm’s executive officers or direct owners. Peter Butler holds a Bachelor of Science in Mechanical Engineering from United States Naval Academy and an MBA from San Diego State University.
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.
Peter Butler is a Financial Analyst at Helmstar Wealth Management. He leads the business valuation consulting and M&A analysis work for Helmstar clients. He served as a surface warfare officer and instructor in the U.S. Navy for 8 years, then analyzed publicly traded stocks, privately held companies and other securities for almost thirty years. He is President of Valtrend, LLC, a business appraisal firm, and was previously an adjunct faculty member at George Fox University.
Peter Butler’s longest registration was 7 years at Pensionmark Financial Group, LLC (2015–2022). Before joining The Helmstar Group in 2023, Peter Butler was registered through Pensionmark Financial Group, LLC and Independent Financial Partners.
- Helmstar Wealth ManagementCurrent– present · 3 yearsBoise, ID · Adviser representative · Firm CRD 145074
- Pensionmark Financial Group, LLC– · 7 yearsEagle, ID · Adviser representative · Firm CRD 208512
- Independent Financial Partners– · 2 yearsEagle, ID · Adviser representative · Firm CRD 125112
Professional designations
Listed by The Helmstar Group
- Chartered Financial Analyst® (CFA®)
- Accredited Senior Appraiser (ASA)
Investment adviser representative registrations
Peter Butler is registered as an investment adviser representative in Idaho, since February 2023.
- IdahoSince 28 February 2023
Examinations
No examinations are on Peter Butler’s record.
- Full name
- Peter James Butler
- CRD
- 6220822
- Firm
- The Helmstar Group · CRD 145074
- Office
- 250 SOUTH 5TH STREET, SUITE 600, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- helmstargroup.com
Where does Peter Butler work?
Peter Butler is an investment adviser representative registered through The Helmstar Group, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Peter Butler a financial advisor?
Yes. Peter Butler has a current investment-adviser registration in Idaho, through The Helmstar Group since February 2023.
How many years of experience does Peter Butler have?
Peter Butler has 13 years in the financial industry, since September 2013, across 3 adviser firms.
Where did Peter Butler work before The Helmstar Group?
Before The Helmstar Group, Peter Butler was registered through Pensionmark Financial Group, LLC, October 2015 to December 2022; Independent Financial Partners, July 2013 to October 2015.
Where is Peter Butler based?
Peter Butler’s registered office is in Boise, ID.
Is Peter Butler registered with FINRA?
No. Peter Butler has no current broker registration.
Is Peter Butler a CFA charterholder?
The Helmstar Group lists Peter Butler with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Peter Butler’s record?
Search CRD 6220822 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Butler’s full registration record.