Rebecca E. Meats

APFORIA

La Center, WA

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CRD#: 7092772

Professional summary

Rebecca Elizabeth Meats, who also goes by Rebecca Elizabeth Dalenberg, Rebecca Meats, is a registered financial advisor currently at APFORIA located in La Center, Washington.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rebecca has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rebecca Elizabeth Dalenberg | Rebecca Meats

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.

Rebecca Meats is the owner of Rebecca E Meats CPA, LLC, which not investment-related. The address is the same as her advisory business location. She prepares tax returns for individuals and businesses, and provides tax planning assistance. She has had this outside business since 2018 and this activity involves up to 40 hours per month and up to 10 hours of her time during securities trading hours. Rebecca Meats is also an investment advisor representative, principal, and CCO of REM Financial Planning, LLC, a state registered investment advisory firm in Washington.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Elizabeth Meats'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

January 4, 2024 - Present

APFORIA

RIA

CRD#: 327176

La Center, WA

Past

December 6, 2022 - January 8, 2024

INDEPENDENT PROGRESSIVE ADVISORS, LLC

RIA

CRD#: 139649

PORTLAND, OR

Past

September 4, 2022 - September 30, 2022

WARGA ASSET MANAGEMENT

RIA

CRD#: 114041

LaCenter, WA

Past

July 31, 2019 - March 29, 2024

REM FINANCIAL PLANNING

RIA

CRD#: 301670

LACENTER, WA

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".

APFORIA

CRD#: 327176 / SEC#: 801-128361

RIA

Registered Investment Advisory firm - (8/2/2023 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

Washington
(1/4/2024)

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: 2/9/2019

Uniform Investment Adviser Law Examination

Current Firm

APFORIA

CRD#: 327176 / SEC#: 801-128361

RIA

Registered Investment Advisory firm - (8/2/2023 Approved)

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Contact information

Main Address

582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452

Mailing Address

Phone number

(833) 780-2487

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/14/2025)

Regulatory assets under management

Total Number of Accounts	959
AUM (Assets Under Management)	$ 96,324,578

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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Rebecca E. Meats

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Elizabeth Meats's CRS (Customer Relationship Summary).

Certified licenses

Experience

APFORIA

INDEPENDENT PROGRESSIVE ADVISORS, LLC

WARGA ASSET MANAGEMENT

REM FINANCIAL PLANNING

Primary Firm SEC Registration

APFORIA

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2019

Current Firm

APFORIA

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APFORIA

TRUST BUT VERIFY

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