Rebecca Rohleder is a registered investment advisor at Human Investing, based in Lake Oswego, OR, with 13 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,111 clients with $1.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only
Assets Under Management
$1.9B
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Location
6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Human Investing
January 2026 - Present · 3 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2015 - January 2025 · 9 yrs 2 mos
LPL Financial LLC
October 2013 - October 2015 · 2 yrs
LPL Financial LLCBroker
October 2013 - October 2015 · 2 yrs
Hornor, Townsend & Kent, INC.
November 2011 - July 2013 · 1 yr 8 mos
Hornor, Townsend & Kent, INC.Broker
August 2011 - July 2013 · 1 yr 11 mos
State Registrations1 state
OR
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.