Joseph M. Piscione

HELMSTAR WEALTH MANAGEMENT

BOISE, ID 83702

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CRD#: 4807088

Professional summary

Joseph Michael Piscione, CFP®, who also goes by Joe Piscione, is a registered financial advisor currently at HELMSTAR WEALTH MANAGEMENT located in Boise, Idaho.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Joseph has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Piscione

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. Recurring income previous to joining The Helmstar Group with the following insurance companies: The Standard, AXA, Principal, and MassMutual. 2. Piscione & Associates, LLC, 2501 S. 5th Street, Ste. 600, Boise, ID 83702. Start date: 6/22/21. Financial planning. Position: Principal. Investment-related. 175 hours worked per month. 160 hours worked per month during securities trading hours. 3. Insurance. Non-investment related. 250 South 5th Street, Suite 600, Boise, ID 83702. Implement insurance solutions. Agent to multiple companies. Start date: 5/2004. 5 Hrs/week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Piscione'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: 2012

Experience

Current

October 1, 2013 - Present

HELMSTAR WEALTH MANAGEMENT

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

RIA

CRD#: 145074

BOISE, ID

Past

November 10, 2008 - October 1, 2013

TREK FINANCIAL

RIA

CRD#: 109376

BOISE, ID

Past

December 19, 2005 - September 10, 2007

TREK FINANCIAL

RIA

CRD#: 109376

SCOTTSDALE, AZ

Past

October 4, 2005 - October 9, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BOISE, ID

Past

September 15, 2005 - October 9, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

BOISE, ID

Past

August 16, 2004 - September 8, 2005

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

NAMPA, ID

Past

July 12, 2004 - September 8, 2005

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

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
(10/1/2013)

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 66

Date: 8/14/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/9/2004

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

Joseph M. Piscione

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Piscione's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREK FINANCIAL

TREK FINANCIAL

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

HELMSTAR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2004

Series 7

Date: 7/9/2004

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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