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Helga Stahlecker Cuthbert

Cuthbert Financial Guidance

Portland, OR

CRD 4748892

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Employer firm

Cuthbert Financial Guidance CRD 130006

100 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Cuthbert Financial Guidance

650 Ne Holladay St. Ste 1600, Portland, OR 97232 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-14
GA RA APPROVED 2004-02-25
  • OR RA
    APPROVED
    Since 2025-03-14
  • GA RA
    APPROVED
    Since 2004-02-25

Branch Locations

650 Ne Holladay St. Ste 1600, Portland, OR 97232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Bank Atlanta GA 07/1998 Present
Cuthbert Financial Guidance Decatur GA 02/2004 Present
Other Businesses

SUNTRUST BANK, 25 PARK PLACE, ATLANTA; BANKING; MY POSITION IS A TRUST ADMINISTRATOR, VICE PRESIDENT; EMPLOYMENT FULL TIME FROM 7/1998 TO PRESENT. I ADMINISTER TRUST ACCOUNTS FOR TRUST CLIENTS.

Designations
  • Certified Financial Planner

View on SEC IAPD

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