Reagan Leann Helfand
Investment Adviser Representative at OAKWELL PRIVATE WEALTH MANAGEMENT
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Reagan Leann Helfand has worked in the securities industry since 2005. They are registered to provide investment advisory services in Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $0-$2,000,000 | 1.00% |
| Next $2,000,000 - $5,000,000 | 0.80% |
| Next $5,000,000 and up | 0.55% |
Oakwell Private Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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