Rebecca Lynn Walen
Investment adviser representative at Osaic Institutions, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Institutions, Inc.May 2025 to now
- Alerus FinancialApr 2025 to now
- Thoreson Steffes Trust CompanyOct 2024 to Mar 2025
- Bremer BankJun 2023 to Oct 2024
- Bell BankDec 2013 to Jun 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (ND).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 8028261
- Firm CRD
- 35371