Rebecca J. Botzet
CAHILL FINANCIAL ADVISORS
Edina, MN 55439
Some features on this profile are disabled
CRD#: 2489327
Professional summary
Rebecca Judith Botzet, CFP®, who also goes by Becky Botzet, Rebecca Judith Botzet, Rebecca Botzet-carlson, is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Rebecca has worked at 7 firms and has passed the Series 63, Series 66 and Series 7 exams.
Biography
Many advisors claim to offer Wealth Management services but are merely offering investment / portfolio management. If you are not receiving personal attention and customized solutions for all of your financial needs, you are NOT receiving the Wealth Management Strategy you deserve (but may be paying for anyway).
Contact Summit Wealth Advocates today to:
GET DIRECTION: SWA will develop financial projections to help you understand your long-term financial readiness and work with you to reach your goals. We will act as a behavioral coach to maintain a long-term perspective.
GET CONTROL OF TAXES: No one likes a big surprise bill when filing taxes. We prepare tax projections each year to determine whether you are paying in an appropriate amount along the way. We also manage your investment portfolio with your tax situation in mind to reduce taxable income, where possible.
LEARN NEW STRATEGIES: As you move through different stages of life, we’ll help you identify opportunities to save for retirement, buy a house, save for college, prepare your estate, etc. Not to mention that tax laws seem to change every few years and managing through those changes can make a big impact over time.
TRIM FEES: Via our passive investment approach, we may be able to reduce the cost of your investments, which can mean more money is working towards your goals.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Becky Botzet | Rebecca Judith Botzet | Rebecca Botzet-Carlson
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.
SW Advocates, LLC; Not Investment Related; 5871 Crossandra Street SE, Prior Lake , MN 55372; Partial minority owner of a former entity in process of sale and dissolution; 06/2023|0 hrs/month Duties: none.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Judith Botzet's 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®
Start date: 2010
Experience
Current
August 18, 2025 - Present
CAHILL FINANCIAL ADVISORS, INC.
Office #1: 7261 Ohms Lane, Edina, MN 55439RIA
CRD#: 109890
Edina, MN
Past
November 30, 2023 - August 21, 2025
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Long Lake, MN
Past
March 25, 2015 - March 28, 2024
SUMMIT WEALTH ADVOCATES, LLC
RIA
CRD#: 151330
Long Lake, MN
Past
February 16, 2012 - July 13, 2012
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ST. LOUIS PARK, MN
Past
May 16, 2005 - October 14, 2009
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
EDINA, MN
Past
July 16, 2004 - April 18, 2005
RMJB, INC.
BD
CRD#: 109886
BLOOMINGTON, MN
Past
May 3, 2002 - November 17, 2003
STANTON INVESTMENT SERVICES, INC.
BD
CRD#: 29462
PLYMOUTH, MN
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".
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.
CRD#: 109890 / SEC#: 801-18388
RIA
Registered Investment Advisory firm - (2/10/1983 Approved)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
Minnesota(8/18/2025)
IAR
Texas(8/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.
CRD#: 109890 / SEC#: 801-18388
RIA
Registered Investment Advisory firm - (2/10/1983 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7261 Ohms Lane, Edina, MN 55439
Mailing Address
Phone number
(952) 926-1659
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,813 |
| AUM (Assets Under Management) | $ 1,432,327,484 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2024 | ||
| 11/21/2023 |
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.
