Helga Stahlecker Cuthbert
CFP®Professional Summary
Helga Stahlecker Cuthbert, CFP® is a registered financial advisor currently at CUTHBERT FINANCIAL GUIDANCE located in Portland, Oregon. Helga is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Helga has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Cashflow & Budgeting
- Estate & Legacy Planning
- Education Funding
Specializations
Biography
About Helga In 1979, Helga received her B.S. in Business Administration from Mississippi State University and her Masters in Public Policy Administration in 1981. Before founding TFG, she was a Vice President and Trust Officer for SunTrust Bank where she aided affluent individuals and families with their daily financial needs as well as provided retirement and estate planning techniques. Helga has taught the Retirement Planning module of the CFP® certification program at Oglethorpe University to...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
CUTHBERT FINANCIAL GUIDANCE | TOUCHSTONE FINANCIAL GUIDANCE INC | TOUCHSTONE FINANCIAL GUIDANCE | CUTHBERT FINANCIAL GUIDANCE, INC.
Contact Information
Main Address
650 Ne Holladay St. Ste 1600, Portland, OR 97232Phone Number
(404) 633-6420# of Employees
3Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/25/2004)
(3/14/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Helga Stahlecker Cuthbert's CRS (Customer Relationship Summary).
Services Offered by Helga
- Investment Management
- Financial Planning
- Retirement Planning
- Cashflow & Budgeting
- Estate & Legacy Planning
- Education Funding
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