PB
Peter J. Butler
HELMSTAR WEALTH MANAGEMENT
Boise, ID 83702
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CRD#: 6220822
PB
Professional summary
Peter James Butler, CFA, who also goes by Peter Butler, is a registered financial advisor currently at HELMSTAR WEALTH MANAGEMENT located in Boise, Idaho.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Peter has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter Butler
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. VALTREND, LLC; CAN BE INVESTMENT RELATED; EAGLE, ID 83616; BUSINESS APPRAISAL FIRM; PRINCIPAL/OWNER; START DATE: 3/10/2010; 200 HOURS/MONTH; VARIES, UP TO 7 HOURS/DAY; I VALUE PRIVATELY HELD COMPANIES FOR A VARIETY OF PURPOSES. 2. Anchors Aweigh, LLC, Eagle, ID 83616, Non-Investment related, Nature of business: Family LLC, started 2/2017, estimate about 5 hours/month about 1 hour/month during securities trading hours, Duties: Financial analysis related to alternative (private) investments in solar energy. 3. Butler Pinkerton Calculator (software tool; not a business), Eagle ID, Investment related, Nature of business: Cost of capital software program marketedto fellow business appraisers who use it for private company valuation, Title: Owner/Inventor since 12/2007, Devote between 0-3 hours/month outside of securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Peter James Butler'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®
Experience
Current
February 28, 2023 - Present
HELMSTAR WEALTH MANAGEMENT
Office #1: 250 South 5th Street Suite 600, Boise, ID 83702RIA
CRD#: 145074
Boise, ID
Past
October 21, 2015 - December 20, 2022
WORLD INVESTMENT ADVISORS, LLC
RIA
CRD#: 208512
Eagle, ID
Past
July 22, 2013 - October 22, 2015
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
EAGLE, ID
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".
HW
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)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(2/28/2023)
Exams
Current Firm
HW
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)Upgrade to AdvisorCheck Premium
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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
14
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,768 |
| AUM (Assets Under Management) | $ 586,860,215 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
