Briggs Ikaika elia Andreasen
Investment adviser representative at Helmstar Wealth Management
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Helmstar Wealth ManagementFeb 2025 to now
- The Helmstar Group, LLCFeb 2025 to now
- Troy J. Andreasen M.D., Inc.Apr 2021 to now
- Inland Breast and Body Surgery CenterJun 2021 to Jan 2025
- Medical SchoolApr 2019 to Apr 2021
- Reiss Jackson & Company, CpasOct 2016 to Jul 2017
- Brigham Young UniversityAug 2015 to Apr 2019
- Troy J. Andreasen M.D., Inc.Jan 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 8038862
- Firm CRD
- 145074