Thomas Steelman 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.
Thomas Steelman’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
Thomas Steelman is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2007; the most recent is Texas, in October 2017.
- IdahoSince 1 October 2007
- TexasResidentSince 11 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2006 |
| Series 7 | General Securities Representative Examination | 5 August 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 August 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Thomas Frank Steelman
- CRD
- 4828067
- 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
- September 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Steelman work?
Thomas Steelman has been Managing Member of The Helmstar Group, LLC since August 2007, and is a control person of the firm.
Is Thomas Steelman a financial advisor?
Yes. Thomas Steelman has a current investment-adviser registration in Idaho and Texas, through The Helmstar Group since October 2007.
How many years of experience does Thomas Steelman have?
Thomas Steelman has 19 years in the financial industry, since September 2007, across 2 adviser firms.
What exams has Thomas Steelman passed?
Thomas Steelman has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in August 2004.
Where is Thomas Steelman based?
Thomas Steelman’s registered office is in Boise, ID.
Is Thomas Steelman registered with FINRA?
No. Thomas Steelman has no current broker registration.
How can I verify Thomas Steelman’s record?
Search CRD 4828067 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Steelman’s full registration record.