rebel Financial - Financial Advisory Firm in Groveport, OH

VETTED

Tel: 614-441-9605 5940 Clyde Moore Dr Suite C Groveport, OH 43125

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 Employees

Insurance License#:

643365

Name of Custodial Firm:

TD Ameritrade, Schwab, TIAA CREF

Number of Years with Current Firm:

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

Services

Investment Types:

Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)

Preferred meeting methods

Can meet clients in the following ways:

Phone, Our Office, Your Home, Email, Video Conference

Compensation and Fees

Compensation Methods:

Based on Assets, Flat Fee

Minimum Fee Charged for Managed Accounts:

Firm Information

Advisor's Number of Clients:

500

Total Assets Under Management by Advisor:

$310,000,000

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886662/wiseradvisor-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.

Firm CRD# 168263

Office Hours

Monday9:00 AM - 5:00 PM

Tuesday9:00 AM - 5:00 PM

Wednesday9:00 AM - 5:00 PM

Thursday9:00 AM - 6:00 PM

Friday8:00 AM - 3:00 PM

Compensation Arrangements

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