Robert Helgeland has been an investment adviser representative at Curtis Wealth Management since December 2022, and is not listed among the firm’s executive officers or direct owners. Robert Helgeland holds a Bachelor of Science in Business Finance from the University of Northern Colorado.
Curtis Wealth Management LLC is a Henderson, NV firm with $149M under management, 105 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Bob Helgeland is Wealth Management Advisor of Curtis Wealth Management, with 24 years of financial planning experience. Helgeland has worked with clients in the educational arena, business owners, doctors and entrepreneurs.
Robert Helgeland’s longest registration was 15 years at Advice and Planning Services (2005–2020). Before joining Curtis Wealth Management in 2022, Robert Helgeland was registered through Theory Financial and Advice and Planning Services.
- Curtis Wealth Management LLCCurrent– present · 3 yearsBerthoud, CO · Adviser representative · Firm CRD 312245
- Theory Financial– · 1 yearBoulder, CO · Adviser representative · Firm CRD 304084
- Advice and Planning Services– · 15 yearsBoulder, CO · Adviser representative · Firm CRD 20472
- Tiaa-Cref Trust Company, FSB– · under a yearSt. Louis, MO · Adviser representative · Firm CRD 108579
Professional designations
Listed by Curtis Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Helgeland is registered as an investment adviser representative in 2 states. The first approvals date from December 2022; the most recent is Nevada, in February 2023.
- ColoradoSince 7 December 2022
- NevadaSince 15 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 July 1998 |
| Series 7 | General Securities Representative Examination | 17 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Allan Helgeland
- CRD
- 3063747
- Firm
- Curtis Wealth Management · CRD 312245
- Office
- Berthoud, CO
- Registration
- Investment adviser registration
- In the industry since
- October 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curtiswm.com
Where does Robert Helgeland work?
Robert Helgeland is an investment adviser representative registered through Curtis Wealth Management LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Robert Helgeland a financial advisor?
Yes. Robert Helgeland has a current investment-adviser registration in Colorado and Nevada, through Curtis Wealth Management since December 2022.
How many years of experience does Robert Helgeland have?
Robert Helgeland has 28 years in the financial industry, since October 1998, across 4 adviser firms.
What exams has Robert Helgeland passed?
Robert Helgeland has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1998. FINRA credited Robert Helgeland with the SIE, which began in October 2018.
Where did Robert Helgeland work before Curtis Wealth Management?
Before Curtis Wealth Management, Robert Helgeland was registered through Theory Financial, November 2020 to September 2022; Advice and Planning Services, March 2005 to November 2020; Tiaa-Cref Trust Company, FSB, December 2004 to March 2005.
Where is Robert Helgeland based?
Robert Helgeland’s registered office is in Berthoud, CO.
Is Robert Helgeland registered with FINRA?
No. Robert Helgeland has no current broker registration.
Is Robert Helgeland a CFP?
Curtis Wealth Management lists Robert Helgeland with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Helgeland’s record?
Search CRD 3063747 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Helgeland’s full registration record.
