Bereket Mesfin Kelile

Employer firm

Rehoboth Financial Planning, Inc. CRD 333840

$15.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2020 → Present
  Rehoboth Financial Planning, Inc.
  Rancho Cordova, CA
• 08/2013 → 10/2020
  Sjr Opinion Research
  Sacramento, CA
• 08/2020 → 02/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2024 → Present
  Rehoboth Financial Planning, Inc.
  Rancho Cordova, CA

Previous Registrations

• 2020-07-23 → 2025-02-21
  Cambridge Investment Research Advisors, Inc.
  Tucson, AZ
  Sacramento, CA

Other Businesses

1) BEREKET KELILE SOLUTIONS, 10940 White Rock Rd, Suite 210, Rancho Cordova CA 95670, United States, 11/2019, FINANCIAL COACHING, NIR, 28 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 08/2020, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 3) BEREKET KELILE, 10940 White Rock Rd, Suite 210, Rancho Cordova CA 95670, United States, 05/2020, Owner, Insurance/Benefits/Human Resources, NIR, 4 HR/MO, 4 HR/MO TRADING. 4) SJR OPINION RESEARCH, 1005 12TH ST, LOWER STE 2, SACRAMENTO, CA, 08/2013, ASSOCIATE DIRECTOR, SURVEY RESEARCH, NIR, 7 HR/MO, 0 HR/MO TRADING. 5) BEREKET KELILE, 3470 DURELLO CIRCLE, RANCHO CORDOVA, CA 95670, 11/2021, OWNER, LIFE COACHING, NIR, 20 HR/MO, 0 HR/MO TRADING. 6) SACRAMENTO COUNTY REPUBLICAN CENTRAL COMMITTEE, 9851 HORN RD, STE 100, SACRAMENTO, CA, 01/2021, ELECTED MEMBER, NIR, 1 HR/MO, 0 HR/MO TRADING. 7) BEREKET KELILE, 10100 MONTE VALLO CT, SACRAMENTO, CA, 03/2024, OWNER, ESTATE PLANNING DOCUMENT PROVIDER, NIR, 4 HR/MO, 4 HR/MO TRADING. 8) Name of outside business: Bereket Kelile; Is the business investment related: No; Location of the business: 10940 WHITE ROCK RD, STE 210 RANCHO CORDOVA CA 95670 United States; Description of the business: Federal and California tax return preparation; Position Title: Owner; Start date with business: 2025-03-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0;

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-19
• S65 Uniform Investment Adviser Law Examination
  2020-07-11

Other Names

• Bereket M Kelile