Case Richard Belger
Investment adviser representative at Rebel Financial, LLC
12 yearsExperience
1 stateRegistered in
$370.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Rebel Financial, LLCMay 2024 to now
- UnemployedMay 2023 to May 2024
- AmazonMay 2022 to Nov 2022
- The Ohio State UniversityAug 2018 to May 2023
- Milo's CateringMay 2017 to Nov 2022
- Hilliard Bradley High SchoolJun 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rebel Financial, LLC
Legal name: Rebel Financial, LLC.
$370.5MAssets managed
443Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7941519
- Firm CRD
- 168263