William P. Ratcliff

REBEL FINANCIAL

Groveport, OH 43125

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CRD#: 4716667

Professional summary

William Phillip Ratcliff, CFP®, who also goes by W Phil Ratcliff, Phil Ratcliff, is a registered financial advisor currently at REBEL FINANCIAL, LLC located in Groveport, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Biography

rebel Financial LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its "Firm Brochure (Form ADV, Part 2A)."

Question & Answer

What are your service offerings?

Socially Responsible Investing

Retirement Planning

Small Business Planning

Tax Planning

Business Succession Planning

Employee and Employer Plan Ben...

Estate Planning

Debt Management

Inheritance

Investment Planning

Budgeting

Retirement Income Management

Social Security Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

College/Education Planning

Estate & Generational Planning...

Financial Psychology/Coaching

High Net Worth Client Needs

Are you a "fiduciary"?

Yes

Aliases

W Phil Ratcliff | Phil Ratcliff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. VARIOUS OUTSIDE INSURANCE BROKERAGE CONTRACTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Phillip Ratcliff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 27, 2013 - Present

REBEL FINANCIAL, LLC

Office #1: 5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

RIA

CRD#: 168263

Groveport, OH

Past

May 17, 2006 - September 9, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

GAHANNA, OH

Past

May 15, 2006 - September 9, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

GAHANNA, OH

Past

December 17, 2003 - September 28, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DUBLIN, OH

Past

December 1, 2003 - September 28, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 1, 2003 - September 28, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC | REBEL FINANCIAL, LLC.

CRD#: 168263 / SEC#: 801-118009

RIA

Registered Investment Advisory firm - (1/27/2020 Approved)

Ohio

Registered Investment Advisory firm - (3/25/2022 Terminated)

West Virginia

Registered Investment Advisory firm - (3/25/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/8/2022)

IAR

North Carolina
(3/7/2022)

IAR

Ohio
(8/27/2013)

IAR

Texas
(7/20/2020)

IAR

West Virginia
(2/2/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/22/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/28/2003

General Securities Representative Examination

Current Firm

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC | REBEL FINANCIAL, LLC.

CRD#: 168263 / SEC#: 801-118009

RIA

Registered Investment Advisory firm - (1/27/2020 Approved)

Ohio

Registered Investment Advisory firm - (3/25/2022 Terminated)

West Virginia

Registered Investment Advisory firm - (3/25/2022 Terminated)

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Contact information

Main Address

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

Mailing Address

Phone number

(614) 441-9605

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REBEL FINANCIAL LLC FIRM BROCHURE - FORM ADV 2A DTD 03-15-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,677
AUM (Assets Under Management)	$ 313,980,841

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William P. Ratcliff

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Phillip Ratcliff's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

REBEL FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/22/2006

Series 7

Date: 11/28/2003

Current Firm

REBEL FINANCIAL, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REBEL FINANCIAL, LLC

TRUST BUT VERIFY

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