Robb Schober has been Chief Compliance Officer of The Helmstar Group since March 2026, is a control person of the firm and directly owns under 5% 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.
Robb Schober’s longest registration is the current one, 17 years at The Helmstar Group since 2009. Before joining The Helmstar Group in 2009, Robb Schober was registered through Lincoln Financial Advisors Corporation.
- Helmstar Wealth ManagementCurrent– present · 17 yearsBoise, ID · Adviser representative · Firm CRD 145074
- Lincoln Financial Advisors Corporation– · 6 yearsNampa, ID · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Robb Schober is registered as an investment adviser representative in Idaho, since October 2009.
- IdahoSince 19 October 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 October 1997 |
| Series 7 | General Securities Representative Examination | 22 September 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 September 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robb Henry Schober
- CRD
- 2934910
- Firm
- The Helmstar Group · CRD 145074
- Role
- Chief Compliance Officer
- Office
- 250 SOUTH 5TH STREET, SUITE 600, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Robb Schober work?
Robb Schober has been Chief Compliance Officer of The Helmstar Group, LLC since March 2026, and is a control person of the firm.
Is Robb Schober a financial advisor?
Yes. Robb Schober has a current investment-adviser registration in Idaho, through The Helmstar Group since October 2009.
How many years of experience does Robb Schober have?
Robb Schober has 23 years in the financial industry, since May 2003, across 2 adviser firms.
What exams has Robb Schober passed?
Robb Schober has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in September 1997.
Where did Robb Schober work before The Helmstar Group?
Before The Helmstar Group, Robb Schober was registered through Lincoln Financial Advisors Corporation, December 1997 to May 2004.
Where is Robb Schober based?
Robb Schober’s registered office is in Boise, ID.
Is Robb Schober registered with FINRA?
No. Robb Schober has no current broker registration.
How can I verify Robb Schober’s record?
Search CRD 2934910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robb Schober’s full registration record.