ReidRasner- Financial Advisor Casper, WY

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About Reid Rasner

As a Personal CFO, I aim to guide my clients through every step of the financial planning process. I view it as my responsibility to help my clients wisely manage their finances so that they can pursue their goals and dreams. A critical part of the financial planning process is to establish clear goals. I work one-on-one with my clients to develop and implement their plans, monitor progress on an ongoing basis, and help them make any necessary adjustments. Whether you are planning to pay for your child's education, pay for your own education, planning for retirement, living in retirement, planning a more stable future for yourself or your loved ones, or simply in need of insurance, Omnivest is here to help. You're never too young and it's never too early to get started on your financial journey.

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General Information

CRD#

6887076

Firm CRD#

6413

States Licensed in

AZ,CA,CO,FL,HI,ID,IL,LA,MT,NV,TX,WA,WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Firm Information

Assets Managed by Advisor

$20,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1000

Compensation Methods

Based on Assets, Commissions, Flat Fee, Hourly

Fee % Based on Assets

Tier

Education

Bachelors -

University of Wyoming
05/2010 -05/2014

Disclosures

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA www.FINRA.org & SIPC www.sipc.org.

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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Reid Rasner

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