Christa Helma
Priority Investment Services · Freeman, South Dakota
Christa Helma is a fee-only financial advisor at Priority Investment Services in Freeman, South Dakota. Priority Investment Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Priority Investment Services |
|---|---|
| Based in | Freeman, South Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $19.6M across 45 accounts |
| SEC registration | Investment adviser representative in SD · CRD 5316625 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Christa's firm compares
- Priority Investment Services's average account is about $437,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Christa
Is Christa Helma a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christa holds no broker registration, and Priority Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christa charge for financial advice?
Christa's firm, Priority Investment Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Christa Helma based?
Christa Helma is based in Freeman, South Dakota.
Is Christa Helma registered with the SEC?
Yes. Christa Helma is registered as an investment adviser representative in SD (CRD 5316625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Priority Investment Services manage?
Priority Investment Services reports $19.6M across 45 accounts in assets under management.
How do I contact Christa Helma?
Contact details aren't on file yet. Search for Priority Investment Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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