Rebecca Anne Rohleder

Employer firm

Human Investing CRD 133017

$2.22B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• TAX CONSULTING AND COMPLIANCE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 03/2025
  Tiaa
  Portland, OR
• 10/2015 → 03/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Portland, OR
• 10/2025 → Present
  Human Investing
  Lake Oswego, OR
• 03/2025 → 10/2025
  Unemployed
  Tigard, OR

Previous Registrations

• 2013-10-28 → 2015-10-23
  Lpl Financial Llc
  Portland, OR
• 2011-11-30 → 2013-07-15
  Hornor, Townsend & Kent, Llc
  Bellevue, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-07
• S63 Uniform Securities Agent State Law Examination
  2011-07-30

Other Names

• Rebecca Anne Woods