This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HELMSTAR WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 3, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

18derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66

First exam

Sep 3, 2002

First registration

Jan 18, 2010

Dual registered

no

Other names

BEN BOETTCHER|BENJI BOETTCHER

IAPD individual key

4529609

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb7e53bc-1595-4935-ce88-2b72d1b764a8

First observed

Jan 18, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.