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Case Richard Belger

Rebel Financial, LLC

Groveport, OH

CRD 7941519

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Employer firm

Rebel Financial, LLC CRD 168263

$370M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Rebel Financial, Llc

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-20
  • OH RA
    APPROVED
    Since 2024-06-20

Branch Locations

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rebel Financial Llc Grovesport OH 05/2024 Present
Unemployed Columbus OH 05/2023 05/2024
The Ohio State University Columbus OH 08/2018 05/2023
Amazon West Jefferson OH 05/2022 11/2022
Milo'S Catering Columbus OH 05/2017 11/2022
Hilliard Bradley High School Hilliard OH 06/2014 05/2017
  • 05/2024 → Present
    Rebel Financial Llc
    Grovesport, OH
  • 05/2023 → 05/2024
    Unemployed
    Columbus, OH
  • 08/2018 → 05/2023
    The Ohio State University
    Columbus, OH
  • 05/2022 → 11/2022
    Amazon
    West Jefferson, OH
  • 05/2017 → 11/2022
    Milo'S Catering
    Columbus, OH
  • 06/2014 → 05/2017
    Hilliard Bradley High School
    Hilliard, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

ANTHONY RAINER JONES
WILLIAM PHILLIP RATCLIFF
Barry Kenneth Jamieson

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, OH
PNC WEALTH MANAGEMENT LLC · CANAL WINCHESTER, OH
J.P. MORGAN SECURITIES LLC · CANAL WINCHESTER, OH

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