Advisor at Priority Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Freeman, SD 57029
Credentials
Series 66
Industry experience
14 years
Christa Helma is the sole advisor at Priority Investment Services, LLC, an independent registered investment advisory firm. She holds a Series 66 designation and has 14 years of industry experience. Outside of advising, she is the owner and broker of a real estate firm, Priority Real Estate & Development, where she spends a significant portion of her time. Priority Investment Services LLC provides investment management, financial planning, and consulting services to individuals, businesses, retirement plans, estates, and trusts. The firm focuses on long-term, tax-aware investing using primarily exchange-traded funds, individual stocks, and bonds, employing fundamental analysis to select securities.
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
119 W. North County Rd., Suite #1
Freeman, SD 57029
South Dakota
RiverTop Acres
2025 - Present (1 year)
TNC Eiendom, LLC
2024 - Present (2 years)
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)
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.
Series 65
Freeman, SD
Cedar Cove Wealth Partners
Chase Abell is a financial advisor at Cedar Cove Wealth Partners with two years of industry experience. He holds a Series 65 designation and has worked with Cedar Cove and its predecessor entities since 2020. Outside of advisory services, he is also licensed as an insurance agent, providing insurance sales and client servicing. Cedar Cove Wealth Partners manages approximately $431.7 million across individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm offers discretionary portfolio management and financial planning, utilizing a wrap-fee program with diversified asset allocation and a combination of passive and active investment strategies.
ChFC®, Series 63
Freeman, SD
MWA Financial Services Inc.
Shane Vetch is a financial advisor at MWA Financial Services Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Vetch has been with MWA Financial Services since 2012 and is also affiliated with Modern Woodmen of America since 2009. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.
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