RB
Rebecca Blumenshine
REVALUE LLC
HOWELL, MI 48843
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CRD#: 7897807
RB
Professional summary
Rebecca Blumenshine is a registered financial advisor currently at REVALUE LLC located in Howell, Michigan.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Rebecca has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Since November 2022, the individual has served as Founder of Both/And Finance, a Minneapolis-based financial education and philanthropic coaching firm. The role is not investment-related and involves 0-5 hours per week, occasionally during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Blumenshine'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®
NoneExperience
Current
November 14, 2024 - Present
REVALUE LLC
Office #1: 4337 E. Grand River Ave #299, Howell, MI 48843RIA
CRD#: 165499
HOWELL, MI
Past
April 15, 2024 - November 27, 2024
COMMUNITAS FINANCIAL PLANNING PBC
RIA
CRD#: 157708
Minneapolis, 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".
RL
REVALUE LLC
RECONSIDER | REVALUE, INC. | REVALUE MICHIGAN LLC | REVALUE LLC
CRD#: 165499 / SEC#: 801-132390
RIA
Registered Investment Advisory firm - (4/15/2025 Approved)California
Registered Investment Advisory firm - (5/31/2025 Terminated)Maryland
Registered Investment Advisory firm - (6/5/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (5/1/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/8/2025 Terminated)Missouri
Registered Investment Advisory firm - (5/1/2025 Terminated)New York
Registered Investment Advisory firm - (5/1/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/5/2025 Terminated)Texas
Registered Investment Advisory firm - (5/1/2025 Terminated)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
Michigan(11/14/2024)
IAR
Texas(2/6/2025)
Current Firm
RL
REVALUE LLC
RECONSIDER | REVALUE, INC. | REVALUE MICHIGAN LLC | REVALUE LLC
CRD#: 165499 / SEC#: 801-132390
RIA
Registered Investment Advisory firm - (4/15/2025 Approved)California
Registered Investment Advisory firm - (5/31/2025 Terminated)Maryland
Registered Investment Advisory firm - (6/5/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (5/1/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/8/2025 Terminated)Missouri
Registered Investment Advisory firm - (5/1/2025 Terminated)New York
Registered Investment Advisory firm - (5/1/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/5/2025 Terminated)Texas
Registered Investment Advisory firm - (5/1/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4337 E. Grand River Ave #299, Howell, MI 48843
Mailing Address
Phone number
(888) 642-2728
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 400 |
| AUM (Assets Under Management) | $ 103,938,905 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
REVALUE LLC
CRD#: 165499Howell, MI 48843TRUST BUT VERIFY
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