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RB

Roberta L. Bechtel

STONEBRIDGE FINANCIAL GROUP
SAN RAFAEL, CA 94903
Some features on this profile are disabled
CRD#: 5224536
RB

Professional summary

Roberta Lynn Bechtel, who also goes by Roberta L. Bechtel, Roberta Lynn Tempas, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP located in San Rafael, California.

Roberta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Roberta has worked at 4 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Roberta L. Bechtel | Roberta Lynn Tempas

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roberta Lynn Bechtel'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®
None

Experience

Current

March 3, 2026 - Present

STONEBRIDGE FINANCIAL GROUP

Office #1: 100 Smith Ranch Road, Suite 112, San Rafael, CA 94903
RIA
CRD#: 340200
SAN RAFAEL, CA
Past

April 28, 2021 - March 4, 2026

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN RAFAEL, CA
Past

April 28, 2021 - March 4, 2026

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN RAFAEL, CA
Past

September 24, 2010 - April 21, 2020

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

November 5, 2007 - September 8, 2010

FINANCIAL TELESIS INC

RIA
CRD#: 31012
SAN BRUNO, CA
Past

February 15, 2007 - September 8, 2010

FINANCIAL TELESIS INC

BD
CRD#: 31012
SAN BRUNO, CA

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
California
(3/3/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/15/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/14/2007
General Securities Representative Examination

Current Firm

SF
STONEBRIDGE FINANCIAL GROUP
STONEBRIDGE FINANCIAL GROUP | STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 340200 / SEC#: 801-135258

RIA
Registered Investment Advisory firm - (1/29/2026 120-Day Approval)
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Contact information

Main Address
100 Smith Ranch Road, Suite 112, San Rafael, CA 94903
Mailing Address
Phone number
(415) 461-4961
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/2/2026)
0

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.

Company Information

STONEBRIDGE FINANCIAL GROUP

CRD#: 340200San Rafael, CA 94903

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