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.

Current firm

CURTIS WEALTH MANAGEMENT LLC

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

Jul 24, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 24, 1998

First registration

Dec 10, 2004

Dual registered

no

Other names

ROBERT A HELGELAND

IAPD individual key

3063747

• Occurred

  Sep 30, 2022
  Advisor changed firm

  Robert Allan Helgeland left Theory Financial for Curtis Wealth Management Llc (registered 2022-12-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:77f2d6be-1dc1-6983-02f7-460d1f9352ca

First observed

Dec 10, 2004

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.