Investment adviser representative · Curtis Wealth Management LLC
Robert A. Helgeland
CRD 3063747 · Berthoud, CO
At a glance
Robert A. Helgeland is an investment adviser representative with Curtis Wealth Management LLC in Berthoud, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2004, about 21 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Curtis Wealth Management LLCSince December 2022Berthoud, CO · $149M in regulatory assets
SEC adviser record
- Registered since
- 2004 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.