Rebecca
Semper
Blue Water Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Rebecca Semper is a certified financial planner operating out of Portland, Oregon with a total of 1 year of industry experience. Semper currently works for Blue Water Wealth. Their career trajectory has included roles at Umpqua Bank, Umpqua Investments, Inc, Blue Water Wealth and Vision Capital Management. Semper has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. Blue Water Wealth is a financial advisory firm based in Portland, OR. The firm has a total of 17 people on staff. It handles $233 million in assets under management among its 939 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 939 accounts, 40% are associated with high-net-worth clients who have at least $1 million in assets. Blue Water Wealth has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services are provided. However, fees charged by Blue Water Wealth likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Blue Water Wealth Brokerage Details
$233,232,890
17
939
$248,384
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Rebecca Semper Work History
Rebecca has been registered as a financial advisor for 1 years.*
Blue Water Wealth
Vision Capital Management
Umpqua Investments, Inc
Umpqua Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rebecca Semper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Water Wealth
Portland, OR
Portland, OR
Seattle, WA
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
