Investment adviser representative · Trihelix Wealth Collective
Becky J. Vogt-Lundeen
CRD 6734380 · Portland, OR
At a glance
Becky J. Vogt-Lundeen is an investment adviser representative with Trihelix Wealth Collective in Portland, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Becky’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Trihelix Wealth CollectiveSince September 2025Portland, OR · State-registered or not in the SEC’s list
- Quintessence Wealth Collective LLCSince July 2026Milwaukee, WI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 5 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Becky’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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