HG
Helen K. Goldstein
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CRD#: 1920535
HG
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Helen Kurlander Goldstein, CFP®, who also goes by Helen Sue Kurlander, Helen Kurlander, was a registered financial professional .
Helen is a previously registered financial professional and started their career in finance in 1989. Helen had worked at 7 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Helen Sue Kurlander | Helen Kurlander
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 1. Goldstein Group Financial Advisors, LLC 2. Investment Related 3. Office of Employment Address 4. Financial Planning and Investment Management 5. President 6. 11/2011 7. 5 hrs/mo 8. 5 hrs during trading 9. Advisory and Insurance Business 10. Leftover Commission etc. that will be paid to beacon 2) 1. Goldstein Group Financial Advisor, LLC Trustee 2. Investment Related 3. Office of Employment Address 4. Financial Planning and Investment Management 5. Trustee 6. 11/2011 7. 1 hr/mo 8. 1 hr during securities 9. Administer distribute assets 10. Leftover commissions etc.paid to Beacon 3) 1. Fixed Insurance Sales 2. Investment related 3. Office of employment address 4. Life, Disability, LTC 5. Agent 6. 06/2011 7. 3 hrs/mo 8. 3 hrs during trading 9. Provide service to clients 10. Commission 4) 1. Trustee Goldstein Group Financial Advisors, LLC 401(k) plan & fixed Insurance 2. Investment related 3. Office of Employment Address 4. Financial Planning and Investments 5. Trustee 6. 11/2011 7. 2 hrs/mo 8. 2 hrs during trading 9. Trustee / administrator distribute assets 5) 1. JCC Indianapolis 2. Not investment related 3. No address 4. not for profit 5. past president/honorary board member 6. 2000 7. 0 hrs/mo 8. 0 hrs during trading 9. no duties 10. Volunteer 6) 1. Greater Indianapolis Investment Committee 2. Not investment related 3. No address 4. non-profit 5. Vice President, finance committee, endowment committee 6. 06/2021 7. 10 hrs/mo 8. 0 hrs during trading 9. Board Position, committee position 10. Oversee, outside managed investments, working of organization. No compensation received. 7) 1. Co-Trustee Gerald Kurlander Personal Residence Trust 2. Investment Related 3. 7917 Springmill Rd., Indianapolis, IN 46260 4. Co-Trustee of fathers trust 5. Co-trustee 6. 2007. 0 hrs/mo 8. 0 hrs during trading 9. so-trustee sign checks in cash accounts 10. No compensation 8) 1. Trustee Goldstein Group Financial Advisors, LLC 401(k) Plan & Fixed Insurance 2. Investment related 3. 8900 Keystone Crossing Ste 610 Indianapolis IN 46240 4. Financial Planning and Investments 5. Trustee 6. 11/2011 7. 2 hrs/mo 8. 2 hrs during trading 9. Trustee / administrator distribute assets 9) 1. Kurlander Family Insurance Trust 2. Investment related 3. 7917 Springmill Road, Indianapolis, IN 46260 4. co-trustee of life insurance trust 5. co-trustee 6. 1991 7. 0 hrs/mo 8. 0 hrs during trading 9. co-trustee 10. Insurance commission but they are no longer paid 10) 1. Co-Trustee Gerald Kurlander Irrevocable Trust 2. Investment related 3. NA 4. Trust for brother and sister 5. co-trustee 6. 02/2012 7. 0 hrs/mo 8. 0 hrs during trading 9. co-trustee 2 annuities for brother and sister 10. trails received 11) Jewish Federation of Greater Indianapolis. Not Investment Related. 6705 Hoover Road, Indianapolis, IN 46260. Charity. Incoming Chair of Board. 06/2023. 25 Hrs/Mo; 10 Hrs During Trading Hours. Lead the Board to Help Run the organization including coordinating and planning for the community along with the fundraiser for our annual capital campaigns. BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 8/2022 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Past
May 24, 2022 - April 25, 2025
BEACON POINTE ADVISORS, LLC
RIA
CRD#: 119290
Indianapolis, IN
Past
May 2, 2022 - April 25, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Indianapolis, IN
Past
December 20, 2010 - May 2, 2022
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
INDIANAPOLIS, IN
Past
December 20, 2010 - May 2, 2022
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
INDIANAPOLIS, IN
Past
October 14, 1998 - December 20, 2010
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
RIA
CRD#: 8478
INDIANAPOLIS, IN
Past
October 1, 1993 - December 20, 2010
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
BD
CRD#: 8478
INDIANAPOLIS, IN
Past
December 14, 1992 - October 1, 1993
NATCITY INSURANCE SERVICES, INC.
BD
CRD#: 16989
CLEVELAND, OH
Past
February 14, 1989 - February 13, 1992
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 14, 1989 - February 13, 1992
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BEACON POINTE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC | BEACON POINTE INSURANCE SERVICES, LLC
CRD#: 119290 / SEC#: 801-60943
RIA
Registered Investment Advisory firm - (2/20/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
BP
BEACON POINTE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC | BEACON POINTE INSURANCE SERVICES, LLC
CRD#: 119290 / SEC#: 801-60943
RIA
Registered Investment Advisory firm - (2/20/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
24 Corporate Plaza Suite 150, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 718-1600
Established
Firm type
Fiscal year end
# of Employees
600
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 54,870 |
| AUM (Assets Under Management) | $ 39,839,757,384 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 12/26/2024 | ||
| 11/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
