Marshall P. Rathmell

BCR WEALTH STRATEGIES

Vestavia, AL 35242-2594

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CRD#: 5657799

Professional summary

Marshall Peter Rathmell, CFP® is a registered financial advisor currently at BCR WEALTH STRATEGIES located in Vestavia, Alabama.

Marshall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Marshall has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Peter Rathmell'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: 2012

Experience

Current

June 16, 2009 - Present

BCR WEALTH STRATEGIES

Office #1: 1952 Urban Center Parkway, Vestavia, AL 35242-2594

RIA

CRD#: 119670

Vestavia, AL

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".

BCR WEALTH STRATEGIES

CRD#: 119670 / SEC#: 801-61015

RIA

Registered Investment Advisory firm - (3/21/2002 Approved)

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

Alabama
(6/16/2009)

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 65

Date: 3/31/2009

Uniform Investment Adviser Law Examination

Current Firm

BCR WEALTH STRATEGIES

CRD#: 119670 / SEC#: 801-61015

RIA

Registered Investment Advisory firm - (3/21/2002 Approved)

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Contact information

Main Address

1952 Urban Center Parkway, Vestavia, AL 35242-2594

Mailing Address

Phone number

(205) 298-1234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (7/25/2025)

Regulatory assets under management

Total Number of Accounts	1,115
AUM (Assets Under Management)	$ 404,481,198

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/30/2025	Cover Page	Report
10/01/2024	Cover Page	Report
09/13/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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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Marshall P. Rathmell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Peter Rathmell's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCR WEALTH STRATEGIES

Primary Firm SEC Registration

BCR WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2009

Current Firm

BCR WEALTH STRATEGIES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BCR WEALTH STRATEGIES

TRUST BUT VERIFY

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