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RIA / WealthAdvisor22 years in industry

Reagan LeAnn Helfand

Advisor at OAKWELL PRIVATE WEALTH MANAGEMENT

AUSTIN, TX | Cedar Park, TX

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Search this name across graphsid dfx:ria:07fb7bf3-c6ff-e75d-c89c-e3b134918eeb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OAKWELL PRIVATE WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 25, 2004
First registration: Mar 26, 2004
Dual registered: no
Other names: REAGAN CURRY|REAGAN LEANN CURRY
IAPD individual key: 4715580

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OAKWELL PRIVATE WEALTH MANAGEMENT	Independent wealth	Nov 13, 2024	n/a	yes	Cedar Park, TX\|AUSTIN, TX	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 11, 2021	Oct 31, 2024	no	AUSTIN, TX\|Austin, TX	Previous registration
FORT ADVISORS INC	Independent wealth	May 6, 2019	Mar 25, 2020	no	AUSTIN, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 26, 2004	May 2, 2019	no	AUSTIN, TX\|AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	OAKWELL PRIVATE WEALTH MANAGEMENT	Oct 31, 2024	Nov 13, 2024	13	Firm change	Ibd to RIA
FORT ADVISORS INC	AMERIPRISE FINANCIAL SERVICES, LLC	Mar 25, 2020	Feb 11, 2021	323	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	FORT ADVISORS INC	May 2, 2019	May 6, 2019	4	Firm change	Ibd to new firm

Relationships

Registered with (3)

→ OAKWELL PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Nov 13, 2024 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 11, 2021 to Oct 31, 2024factForm ADV
→ FORT ADVISORS INCRegistered adviserregistration: previous registration
May 6, 2019 to Mar 25, 2020factForm ADV

Dated events

Occurred
Oct 31, 2024
Advisor changed firm
Reagan Leann Helfand left Ameriprise Financial Services, Llc for Oakwell Private Wealth Management (registered 2024-11-13)
Form ADVobserved 5 days ago