Rebecca Rose Frohlich
Investment adviser representative at The Patriot Financial Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- The Patriot Financial Group, LLCMay 2025 to now
- The Patriot Financial Group Insurance Agency, LLCApr 2025 to now
- Unified Legacy AdvisorsApr 2025 to now
- Fairway Asset Management, LLCMay 2015 to Apr 2025
- Fairway Insurance Services, LLCMay 2015 to Apr 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NE).
The Patriot Financial Group, LLC
Legal name: The Patriot Financial Group Insurance Agency, LLC
$2.6BAssets managed
2,545Clients
35Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4454444
- Firm CRD
- 172470