Briggs I. Andreasen

HELMSTAR WEALTH MANAGEMENT

BOISE, ID 83702

CRD#: 8038862

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Professional summary

Briggs Ikaika Elia Andreasen is a registered financial advisor currently at HELMSTAR WEALTH MANAGEMENT located in Boise, Idaho.

Briggs is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Briggs has worked at 1 firm and has passed the Series 65 and Series 66 exams.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Briggs Ikaika Elia Andreasen'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®

None

Experience

Current

February 4, 2025 - Present

HELMSTAR WEALTH MANAGEMENT

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

RIA

CRD#: 145074

BOISE, 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".

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
(2/4/2025)

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: 11/4/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/19/2024

Uniform Combined State Law 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 (11/20/2025)

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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Briggs I. Andreasen

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Briggs Ikaika Elia Andreasen's CRS (Customer Relationship Summary).

Certified licenses

Experience

HELMSTAR WEALTH MANAGEMENT

Primary Firm SEC Registration

HELMSTAR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2024

Series 66

Date: 10/19/2024

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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