Robert Allan Helgeland

Employer firm

Curtis Wealth Management LLC CRD 312245

$149M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 06/2000 → 11/2020
  Tiaa
  Denver, CO
• 11/2020 → Present
  Theory Financial
  Fort Collins, CO
• 09/2022 → Present
  Curtis Wealth Management, Llc
  Henderson, NV

Previous Registrations

• 2020-11-03 → 2022-09-30
  Theory Financial
  Berthoud, CO
  Fort Collins, CO
  Boulder, CO
• 2005-03-24 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Boulder, CO
  Glendale, CO
  Denver, CO
  Denver, CO
• 2004-12-10 → 2005-03-24
  Tiaa-Cref Trust Company, Fsb
  St. Louis, MO

Other Businesses

1. COLORADO MUSIC FESTIVAL POSITION: Community Board Member NATURE: The CMF is a non-for-profit created to education for young people and Adults as well as provide the community with high quality orchestra with acclaimed guest soloists . INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 900 Baseline, Cottage 100, Boulder CO 80302, United States DESCRIPTION: I will serve as a board member on the Colorado Music Festival Endowment Fund

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-08
• S63 Uniform Securities Agent State Law Examination
  1998-07-24

Designations

• Certified Financial Planner

Other Names

• Robert A Helgeland