Rebecca L. Semper

BLUE WATER WEALTH

PORTLAND, OR 97225

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CRD#: 2236608

Professional summary

Rebecca Lin Semper, CFP®, who also goes by Rebecca Lin Stohr, is a registered financial advisor currently at BLUE WATER WEALTH located in Portland, Oregon.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Rebecca has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rebecca Lin Stohr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) North by northeast; 714 NE Alberta Street, Portland, OR 97211; Community Health Center; Volunteer/Finance Committee; Start date: January 2021; Hours per month: 2; Hours during trading: 0; Duties: Review financial statements and help with business strategy. (2) Oregon insurance license (since 12/13/2004)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Lin Semper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 25, 2022 - Present

BLUE WATER WEALTH

Office #1: 500 Sw 116th Avenue, Portland, OR 97225

RIA

CRD#: 164432

PORTLAND, OR

Past

January 8, 2019 - April 22, 2022

VISION CAPITAL MANAGEMENT INC

RIA

CRD#: 107793

PORTLAND, OR

Past

July 9, 2012 - June 27, 2018

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 1254

PORTLAND, OR

Past

July 9, 2012 - June 27, 2018

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

PORTLAND, OR

Past

April 13, 2010 - July 6, 2012

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

PORTLAND, OR

Past

April 13, 2010 - July 6, 2012

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

PORTLAND, OR

Past

September 16, 2004 - May 1, 2009

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

PORTLAND, OR

Past

September 16, 2004 - May 1, 2009

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

June 10, 2002 - July 29, 2004

D.A. DAVIDSON & CO.

RIA

CRD#: 199

PORTLAND, OR

Past

June 10, 2002 - July 29, 2004

D.A. DAVIDSON & CO.

CRD#: 199

GREAT FALLS, MT

Past

April 10, 2000 - July 1, 2002

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

September 3, 1997 - May 1, 2000

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

March 2, 1994 - September 3, 1997

U.S. BANCORP SECURITIES

CRD#: 17439

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE WATER WEALTH

BLUE WATER | BWW | BLUE WATER WEALTH, INC. | BLUE WATER WEALTH

CRD#: 164432 / SEC#: 801-112810

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

California

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/10/2018 Terminated)

Washington

Registered Investment Advisory firm - (4/18/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(4/25/2022)

IAR

Washington
(4/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/24/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/4/1998

General Securities Principal Examination

Current Firm

BLUE WATER WEALTH

BLUE WATER | BWW | BLUE WATER WEALTH, INC. | BLUE WATER WEALTH

CRD#: 164432 / SEC#: 801-112810

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

California

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/10/2018 Terminated)

Washington

Registered Investment Advisory firm - (4/18/2018 Terminated)

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Contact information

Main Address

500 Sw 116th Avenue, Portland, OR 97225

Mailing Address

Phone number

(503) 296-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,078
AUM (Assets Under Management)	$ 384,236,117

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Rebecca L. Semper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Lin Semper's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISION CAPITAL MANAGEMENT INC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

PIPER SANDLER & CO.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP SECURITIES

Primary Firm SEC Registration

BLUE WATER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2000

Series 63

Date: 8/12/1994

SIE

Date: 6/27/2018

Series 7

Date: 3/1/1994

Series 24

Date: 5/4/1998

Current Firm

BLUE WATER WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE WATER WEALTH

TRUST BUT VERIFY

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