Reagan L. Helfand

OAKWELL PRIVATE WEALTH MANAGEMENT | Financial Advisor

Cedar Park, TX 78641

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CRD#: 4715580

Professional summary

Reagan Leann Helfand, who also goes by Reagan Leann Curry, Reagan Curry, is a registered financial advisor currently at OAKWELL PRIVATE WEALTH MANAGEMENT located in Cedar Park, Texas.

Reagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Reagan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reagan Leann Curry | Reagan Curry

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.

Outside Employment; Outside Employment; Pure Barre; Other; 1535 Cypress Creek Rd Ste H, , Cedar Park, TX, 78613; Not Investment-Related; 08/01/2017; 0 during trading hours; 1 to 9 hours per month / Outside Employment; Deep Roots Salon; Other; 1310 E Whitestone Blvd #550, , Cedar Park, TX, 78613; Not Investment-Related; 08/17/2020; 10 to 19 during trading hours; 20 to 39 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reagan Leann Helfand's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2024 - Present

OAKWELL PRIVATE WEALTH MANAGEMENT

Office #1: 6300 183 A Toll Road Suite 260, Cedar Park, TX 78641

RIA

CRD#: 162096

Cedar Park, TX

Past

February 11, 2021 - October 31, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AUSTIN, TX

Past

February 11, 2021 - October 31, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AUSTIN, TX

Past

May 6, 2019 - March 25, 2020

FORT ADVISORS INC

RIA

CRD#: 299243

AUSTIN, TX

Past

March 26, 2004 - May 2, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AUSTIN, TX

Past

February 25, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 25, 2004 - May 2, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AUSTIN, TX

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".

OAKWELL PRIVATE WEALTH MANAGEMENT

ARK FINANCIAL GROUP | THE BELLWETHER GROUP, LLC | OAKWELL PRIVATE WEALTH MANAGEMENT, LLC | OAKWELL PRIVATE WEALTH MANAGEMENT | BELLWETHER WEALTH MANAGEMENT

CRD#: 162096 / SEC#: 801-110263

RIA

Registered Investment Advisory firm - (4/5/2017 Approved)

Texas

Registered Investment Advisory firm - (11/3/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/25/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/24/2004

General Securities Representative Examination

Current Firm

OAKWELL PRIVATE WEALTH MANAGEMENT

ARK FINANCIAL GROUP | THE BELLWETHER GROUP, LLC | OAKWELL PRIVATE WEALTH MANAGEMENT, LLC | OAKWELL PRIVATE WEALTH MANAGEMENT | BELLWETHER WEALTH MANAGEMENT

CRD#: 162096 / SEC#: 801-110263

RIA

Registered Investment Advisory firm - (4/5/2017 Approved)

Texas

Registered Investment Advisory firm - (11/3/2017 Terminated)

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Contact information

Main Address

3200 Steck Ave Suite 200, Austin, TX 78757

Mailing Address

Phone number

1-800-55OAKWELL

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OAKWELL PRIVATE WEALTH MANAGEMENT ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	902
AUM (Assets Under Management)	$ 461,933,416

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Reagan L. Helfand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reagan Leann Helfand's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FORT ADVISORS INC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

OAKWELL PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 3/25/2004

SIE

Date: 10/1/2018

Series 7

Date: 2/24/2004

Current Firm

OAKWELL PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OAKWELL PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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