Rebecca Phillips has been an investment adviser representative at Horst & Graben Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners.
Horst & Graben Wealth Management, LLC is a Portland, OR firm with $920M under management, 1,311 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- – present · under a yearPortland, OR · Adviser representative · Firm CRD 297368
Investment adviser representative registrations
Rebecca Phillips is registered as an investment adviser representative in Oregon, since March 2026.
- OregonSince 19 March 2026
Examinations
No examinations are on Rebecca Phillips’s record.
- Full name
- Rebecca Eugenia Phillips
- CRD
- 8227238
- Firm
- Horst & Graben Wealth Management · CRD 297368
- Office
- 6600 SW 92ND AVE, SUITE 210, Portland, OR 97223
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Rebecca Phillips work?
Rebecca Phillips is an investment adviser representative registered through Horst & Graben Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Rebecca Phillips a financial advisor?
Yes. Rebecca Phillips has a current investment-adviser registration in Oregon, through Horst & Graben Wealth Management since March 2026.
How many years of experience does Rebecca Phillips have?
Rebecca Phillips has 0 years in the financial industry, since March 2026, across 1 adviser firm.
Where is Rebecca Phillips based?
Rebecca Phillips’ registered office is in Portland, OR.
Is Rebecca Phillips registered with FINRA?
No. Rebecca Phillips has no current broker registration.
How can I verify Rebecca Phillips’ record?
Search CRD 8227238 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rebecca Phillips’ full registration record.