Rosenbaum Financial
Rosenbaum Financial (CRD# 173805) is a financial advisory firm headquartered in Portland, OR. They manage $307,617,219 in 505 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management308MILLION
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Total Number of Accounts505ACCOUNTS
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Average Account Value$609,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

CA, HI, OR, TN, TX, UT, WA
Jana Basden (CRD# 1291917) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has over 32 years of experience in the finance industry. Jana Basden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Rosenbaum (CRD# 2618230) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has over 21 years of experience in the finance industry.
Kimberly Rosenberg (CRD# 5558727) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has over 8 years of experience in the finance industry.
Darin Sevier (CRD# 5124314) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has over 4 years of experience in the finance industry.
James Leonard (CRD# 6614470) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has 1 year of experience in the finance industry.
Katherine Quick (CRD# 6504959) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has 1 year of experience in the finance industry.
Stephen Forman (CRD# 2506441) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has over 23 years of experience in the finance industry.