ROBERT ALLAN HELGELAND is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with CURTIS WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CURTIS WEALTH MANAGEMENT LLC | 2022-12-07 | present | Yes |
| THEORY FINANCIAL | 2020-11-03 | 2022-09-30 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2005-03-24 | 2020-11-13 | — |
| TIAA-CREF TRUST COMPANY, FSB | 2004-12-10 | 2005-03-24 | — |