rebel Financial
5940 Clyde Moore Dr
Suite C
Groveport, OH 43125
6144419605
About rebel Financial
rebel Financial is a truly independent Registered Investment Advisor (RIA). We do not work for
any large investment firm or insurance company and we represent the best interests of our clients
first. rebel Financial stands for doing the right thing for people in an industry that has become
almost entirely concerned with their own profit margins. This is our fundamental rebellion, that
we care more about our clients well-being than our own profit margins, and hence why we are rebel
Financial.
See Disclosures
General Information
Firm Start Year
2013
No. of Employees
10-19
automated call
Yes
CRD#
4716667
Firm CRD#
168263
Insurance License#
643365
Name of Custodial Firm
TD Ameritrade, Schwab, TIAA CREF
Years of Experience in Financial Services
21
Number of Years with Current Firm
12
Work with the following types of clients
Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Risk Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®, AIF®, CLU®
Firm Information
Advisor's Number of Clients
500
Assets Managed by Advisor
$310,000,000
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee
Minimum Fee Charged for Managed Accounts
1
Education
BA -
The Ohio State University
-
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886662/rothira-rebel-Financial-detailed-disclosure.html
Disclaimer
rebel Financial LLC is a registered investment adviser. To see a more detailed description of the company, its management, and practices, view our (Form ADV, Part2A) and Disclosures. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system.