Christa F. Helma

PRIORITY INVESTMENT SERVICES

Freeman, SD 57029

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CRD#: 5316625

Professional summary

Christa Fay Helma, who also goes by Christa Fay Kaufman, is a registered financial advisor currently at PRIORITY INVESTMENT SERVICES, LLC located in Freeman, South Dakota.

Christa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christa has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christa Fay Kaufman

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) Broker/Owner - Priority Real Estate & Development, located at 119 W North County Rd. Suite #1 Freeman, SD 57029 - not investment related - engaging in real estate residential sales, commission based income from sales and sale's associates, time spent is 30% 2) Assistant Manager - JH Diesel & Ag Repair LLC, located at 119 W North County Rd. Freeman, SD 57029 - not investment relaed - engaging in the business operations, Diesel repair shop, no income received, time spent is 1%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christa Fay Helma's 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®

None

Experience

Current

January 9, 2017 - Present

PRIORITY INVESTMENT SERVICES, LLC

Office #1: 119 W. North County Rd. Suite #1, Freeman, SD 57029

RIA

CRD#: 285916

Freeman, SD

Past

September 6, 2012 - September 30, 2016

RAINMAKER ADVISORS

RIA

CRD#: 161783

FREEMAN, SD

Past

April 11, 2011 - August 30, 2012

STONE WEALTH MANAGEMENT, L.L.C.

RIA

CRD#: 134234

FREEMAN, SD

Past

January 7, 2011 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

FREEMAN, SD

Past

October 19, 2009 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

FREEMAN, SD

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

South Dakota
(1/9/2017)

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: 6/2/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/2009

General Securities Representative Examination

Current Firm

PRIORITY INVESTMENT SERVICES, LLC

PRIORITY INVESTMENT SERVICES, LLC | PRIORITY REAL ESTATE & DEVELOPMENT LLC

CRD#: 285916 / SEC#:

South Dakota

Registered Investment Advisory firm - (1/5/2017 Approved)

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Contact information

Main Address

119 W. North County Rd. Suite #1, Freeman, SD 57029

Mailing Address

P.o Box 211, Freeman, SD 57029

Phone number

(605) 925-4141

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 16,886,688

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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Christa F. Helma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christa Fay Helma's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIORITY INVESTMENT SERVICES, LLC

RAINMAKER ADVISORS

STONE WEALTH MANAGEMENT, L.L.C.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2010

Series 7

Date: 10/16/2009

Current Firm

PRIORITY INVESTMENT SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIORITY INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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