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Rebecca Eugenia Phillips

Horst & Graben Wealth Management, LLC

Portland, OR

CRD 8227238

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Employer firm

Horst & Graben Wealth Management, LLC CRD 297368

$920M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • EDUCATIONAL CLASSES

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

Current Employers
Horst & Graben Wealth Management, Llc

6600 Sw 92Nd Ave Suite 210, Portland, OR 97223 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-03-19
  • OR RA
    APPROVED
    Since 2026-03-19

Branch Locations

6600 Sw 92Nd Ave Suite 210, Portland, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horst & Graben Wealth Management Portland OR 07/2023 03/2026
Horst & Graben Wealth Management Portland OR 03/2026 Present
Hotel California By The Sea Newport Beach CA 07/2016 07/2023
  • 07/2023 → 03/2026
    Horst & Graben Wealth Management
    Portland, OR
  • 03/2026 → Present
    Horst & Graben Wealth Management
    Portland, OR
  • 07/2016 → 07/2023
    Hotel California By The Sea
    Newport Beach, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

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