RS
CFP
RS
CFP

Robb Henry Schober

22 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
490 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$586.9M

Fee Structure

Minimum Investment:$500K
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Location

250 South 5th Street, Suite 600, Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robb is a general partner in Schober Fam. LP, a land management business, dedicating minimal time. Although Robb is a licensed insurance agent, he currently spends no time in that capacity and receives no compensation.

Employment History
Current Registrations
Helmstar Wealth Management
October 2009 - Present · 16 yrs 4 mos
Previous Registrations
Lincoln Financial Advisors Corporation
December 1997 - May 2004 · 6 yrs 5 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.