Rebekah A. Havlinek

HAMPTON ROCK WEALTH MANAGEMENT

AUSTIN, TX 78735

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CRD#: 7514988

Professional summary

Rebekah Ann Havlinek, who also goes by Beka Havlinek, is a registered financial advisor currently at HAMPTON ROCK WEALTH MANAGEMENT located in Austin, Texas.

Rebekah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Rebekah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beka Havlinek

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.

FC Westlake; Investment related - No; 3301 Pinnacle Rd, Austin, TX 78746; Soccer team; Coaching soccer; Started Sep 01, 2023; Approximately 50 hours per month; During security trading hours: 0; Soccer coach

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebekah Ann Havlinek'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

June 12, 2025 - Present

HAMPTON ROCK WEALTH MANAGEMENT

Office #1: 7500 Rialto Boulevard Building 1, Suite 122, Austin, TX 78735

RIA

CRD#: 331682

AUSTIN, TX

Past

June 21, 2022 - April 29, 2025

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

May 6, 2022 - April 29, 2025

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

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".

HAMPTON ROCK WEALTH MANAGEMENT

HAMPTON ROCK WEALTH MANAGEMENT | HAMPTONROCK WEALTH MANAGEMENT | HAMPTONROCK WEALTH | HAMPTON ROCK WEALTH MANAGEMENT I, LLC

CRD#: 331682 / SEC#: 801-130575

RIA

Registered Investment Advisory firm - (7/11/2024 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

Colorado
(6/13/2025)

IAR

Texas
(6/12/2025)

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 66

Date: 6/17/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/6/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/6/2022

Securities Industry Essentials Examination

Current Firm

HAMPTON ROCK WEALTH MANAGEMENT

HAMPTON ROCK WEALTH MANAGEMENT | HAMPTONROCK WEALTH MANAGEMENT | HAMPTONROCK WEALTH | HAMPTON ROCK WEALTH MANAGEMENT I, LLC

CRD#: 331682 / SEC#: 801-130575

RIA

Registered Investment Advisory firm - (7/11/2024 Approved)

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Contact information

Main Address

7500 Rialto Boulevard Building 1, Suite 122, Austin, TX 78735

Mailing Address

Phone number

(512) 256-9272

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HAMPTON ROCK PART 2A (5/15/2025)

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 142,138,531

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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Rebekah A. Havlinek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebekah Ann Havlinek's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMPTON ROCK WEALTH MANAGEMENT

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

Primary Firm SEC Registration

HAMPTON ROCK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2022

Series 7TO

Date: 5/6/2022

SIE

Date: 4/6/2022

Current Firm

HAMPTON ROCK WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAMPTON ROCK WEALTH MANAGEMENT

TRUST BUT VERIFY

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