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Rebekah Ann Havlinek

Investment adviser representative at Hampton Rock Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$192.4MFirm 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 assetsFixed 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

15 years in the industry.

  1. Hampton Rock Wealth ManagementMay 2025 to now
  2. Dimensional Fund AdvisorsFeb 2022 to Apr 2025
  3. The University of Texas At AustinAug 2018 to Dec 2021
  4. The Village SchoolAug 2011 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Hampton Rock Wealth Management

Legal name: Hampton Rock Wealth Management I, LLC

$192.4MAssets managed
56Clients
6Advisers
2 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
7514988
Firm CRD
331682
Advisor's SEC record (opens in a new tab)
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