Marshall Peter Rathmell

Employer firm

Bcr Wealth Strategies CRD 119670

$528M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → Present
  Berk Cleveland Rathmell Wealth Strategies, Llc
  Birmingham, AL

Other Businesses

RCB Properties, LLC - Member of real estate holding company that owns the property located at 1952 Urban Center Parkway, Vestavia, AL 35242 which is leased to Berk Cleveland Rathmell Wealth Strategies, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-31

Designations

• Certified Financial Planner
• Personal Financial Specialist