Robb H. Schober

HELMSTAR WEALTH MANAGEMENT

BOISE, ID 83702

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CRD#: 2934910

Professional summary

Robb Henry Schober, CFP® is a registered financial advisor currently at HELMSTAR WEALTH MANAGEMENT located in Boise, Idaho.

Robb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robb has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SCHOBER FAM. LP, NOT INV REL. NAMPA, ID. LAND MGMT. PARTNER - ACTIVE - General Partner 5 HR. MO, NOT DURING TRADING HOURS. 01/98-PRES. 2. ROBB SCHOBER IS A LICENSED INSURANCE AGENT; HOWEVER, HE SPENDS ZERO TIME IN THE CAPACITY OF A LICENSED INSURANCE AGENT AND RECEIVED NO CASH/NON-CASH COMPENSATION IN THE CAPACITY OF A LICENSED INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robb Henry Schober's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

October 19, 2009 - Present

HELMSTAR WEALTH MANAGEMENT

Office #1: 250 South 5th Street Suite 600, Boise, ID 83702

RIA

CRD#: 145074

BOISE, ID

Past

July 20, 2007 - August 17, 2009

INSPHERE SECURITIES, INC.

CRD#: 136433

BOISE, ID

Past

July 7, 2004 - August 9, 2007

EQUITY SERVICES, INC.

CRD#: 265

BOISE, ID

Past

December 9, 1997 - May 25, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

NAMPA, ID

Past

September 24, 1997 - May 25, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

September 24, 1997 - May 25, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HELMSTAR WEALTH MANAGEMENT

FINANCIAL INSIGHT CENTER | THE HELMSTAR GROUP, LLC | THE HELMSTAR GROUP | HELMSTAR WEALTH MANAGEMENT

CRD#: 145074 / SEC#: 801-108320

RIA

Registered Investment Advisory firm - (9/7/2016 Approved)

Arizona

Registered Investment Advisory firm - (9/19/2016 Terminated)

Idaho

Registered Investment Advisory firm - (9/22/2016 Terminated)

Oregon

Registered Investment Advisory firm - (9/19/2016 Terminated)

Utah

Registered Investment Advisory firm - (9/20/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(10/19/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/29/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/22/1997

General Securities Representative Examination

Current Firm

HELMSTAR WEALTH MANAGEMENT

FINANCIAL INSIGHT CENTER | THE HELMSTAR GROUP, LLC | THE HELMSTAR GROUP | HELMSTAR WEALTH MANAGEMENT

CRD#: 145074 / SEC#: 801-108320

RIA

Registered Investment Advisory firm - (9/7/2016 Approved)

Arizona

Registered Investment Advisory firm - (9/19/2016 Terminated)

Idaho

Registered Investment Advisory firm - (9/22/2016 Terminated)

Oregon

Registered Investment Advisory firm - (9/19/2016 Terminated)

Utah

Registered Investment Advisory firm - (9/20/2016 Terminated)

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Contact information

Main Address

250 South 5th Street Suite 600, Boise, ID 83702

Mailing Address

Phone number

(208) 429-0800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE HELMSTAR GROUP, LLC ADV 2A + 2B BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,768
AUM (Assets Under Management)	$ 586,860,215

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robb H. Schober

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robb Henry Schober's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSPHERE SECURITIES, INC.

EQUITY SERVICES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

HELMSTAR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/1997

Series 63

Date: 9/15/1997

Series 7

Date: 9/22/1997

Current Firm

HELMSTAR WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HELMSTAR WEALTH MANAGEMENT

TRUST BUT VERIFY

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