Reagan LeAnn Helfand is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with OAKWELL PRIVATE WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| OAKWELL PRIVATE WEALTH MANAGEMENT | 2024-11-13 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2021-02-11 | 2024-10-31 | — |
| FORT ADVISORS INC | 2019-05-06 | 2020-03-25 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2004-03-26 | 2019-05-02 | — |