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Christa Helma

Advisor at Priority Investment Services, LLC

Updated today

Firm

Priority Investment Services, LLC

Location

Freeman, SD 57029

Credentials

Series 66

Industry experience

14 years

Client services

Financial planning Portfolio management Consulting services

Fee options

Percentage

$5,000 - $20,000: 1.5% $20,001 - $300,000: 1.2% $300,001 - $500,000: 1.1% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: .75% $1,000,001 - $2,000,000: .50% $2,000,001 - 6 above: .40%

Project-based

Up to $250 per hour, negotiable

Other

Account minimum: $5,000

Work history

Priority Investment Services LLC

2017 - Present (9 years)

Priority Real Estate & Development LLC

2016 - Present (10 years)

JH Diesel & Ag Repair LLC

2015 - Present (11 years)

Rainmaker Real Estate & Development

2013 - 2016 (3 years)

Rainmaker Advisors

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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