W. Phil Ratcliff, financial advisor Groveport OH

W. Phil Ratcliff

CRD Number: 4716667
Current Firm: Rebel Financial, LLC

Phil is the founder and president of rebel Financial,an independent, fee-only financial planning firm in Columbus, OH that serves clients nationwide.

Originally from Huntington, West Virginia, Phil currently lives in Columbus, Ohio, and is married to Stephanie Ratcliff; a nurse at Nationwide Children’s Hospital. Phil and Stephanie have four beautiful children (below,left).

Phil attended the United States Military Academy at West Point and also served in the U.S. Army for over 7 years before deciding to pursue a business career. Phil graduated from OSU with a B.A in histrory with a minor in computer science and then pursued an M.B.A. from Webster University

Phil has been a financial advisor for over 12 years. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.

Phil’s professional education and certifications include:

  • Investment Advisor Representative for rebel Financial LLC
  • B.A. in History from The Ohio State University
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)

http://rebelfinancial.com

and 

http://columbusfinancialadvisor.com

CONTACT
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Company Name Location Dates Years
Rebel Financial LLC Gahanna, OH Aug 2013 - Current 10
Axa Advisors, LLC New York, NY May 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for W. Phil Ratcliff
Phone Number: 614-441-9605
Advisor Website: http://rebelfinancial.com/
Registered State(s):
  • CA
  • NC
  • OH
  • TX
  • WV
By the Numbers
  • Total Assets Under Management
    249
    MILLIONS
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $514,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, LA, NC, NE, NH, OH, PA, TX, WV

Firm Disclaimer:

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)." 

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