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Credentials
Series 66
Experience Industry experience
15 years
Location
Freeman, SD 57029
Priority Investment Services, LLC
Independent
Total advisors
1Clients per advisor
45 HighAvg AUM per client
$436,520 TypicalHNW client ratio
9% TypicalChrista Helma is a financial advisor at Priority Investment Services, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Priority Investment Services since 2017. In addition to her advisory work, she is a licensed real estate broker and operates a separate real estate business, Priority Real Estate & Development, focusing on residential sales. Priority Investment Services serves individuals, households, retirement plans, trusts, and small businesses, managing approximately $19.6 million across around 44 client accounts. The firm emphasizes investment strategies that include exchange-traded funds, individual stocks, and bonds, utilizing fundamental analysis and a long-term holding approach.
Based on Priority Investment Services, LLC
$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 - $10,000,000: .40% $10,000,001+: .30%
Up to $250 per hour for Financial Planning and Consulting Services, negotiable
Account minimum: $5,000
Freeman, SD
119 W. North County Rd., Suite #1
Freeman SD 57029
Advisors at this office
1
South Dakota
15 years of industry experience
RiverTop Acres
2025 - Present • 1 year
Parkston, SD
TNC Eiendom, LLC
2024 - Present • 2 years
Olivet, SD
Priority Investment Services LLC
2017 - Present • 9 years
Freeman, SD
Priority Real Estate & Development LLC
2016 - Present • 10 years
Freeman, SD
JH Diesel & Ag Repair LLC
2015 - Present • 11 years
Freeman, SD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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