Thomas Frank Steelman
Investment adviser representative at Helmstar Wealth Management
19 yearsExperience
2 statesRegistered in
$785.6MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Helmstar Wealth ManagementOct 2007 to now
- The Helmstar Group, LLCAug 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Helmstar Wealth Management
Legal name: The Helmstar Group, LLC
$785.6MAssets managed
538Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4828067
- Firm CRD
- 145074