A complete list of active advisors currently associated with Priority Investment Services, LLC

Warmer can help you find a great advisor at Priority Investment Services, LLC or one who fits your needs even better.

The firm serves individuals, households, retirement plans, trusts, and small businesses, managing approximately $19.6 million across roughly 44 client accounts as of December 31, 2025. Services include ongoing investment advisory accounts, hourly consulting engagements, and comprehensive financial planning. Investment work emphasizes exchange-traded funds, individual stocks, and bonds, using fundamental (bottom-up) analysis and a long-term holding orientation to manage taxes and risk. While the adviser can accept discretionary authority through a limited power of attorney for ADVISORY accounts, the brochure also describes client-directed accounts and short-term consulting engagements, and it discloses that clients may retain control of investment decisions in many relationships. A noteworthy feature is the adviser’s significant involvement in real estate activities: the adviser is a licensed real estate broker, operates a separate real estate business and rental/renovation activities, and allocates a substantial portion of time to real estate services. The firm discloses this affiliation and the potential conflict of interest when recommending real estate transactions, which is an uncommon combination among solo independent advisers.

To learn more about the advisors currently working at Priority Investment Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christa Helma	Freeman, SD	15

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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