Reid + Rasner - Financial Advisor in Casper, WY

Paladin Research Report For:

Reid Rasner

Omnivest Financial

932 S. David St.
Casper, WY 82601

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

Firm Start Year
  • 6887076
Firm CRD#
  • 6413
States Licensed in
Years of Experience in Financial Services
  • 5
Number of Years with Current Firm
  • 4
Work with the following types of clients
  • Businesses, Individual Investors, Investment Clubs, Non-Profit Organizations
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management


Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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 66, Series 6
Insurance and Annuity Licenses
  • Annuity, Life, Disability, Variable Life, Long Term Care, Variable Annuity

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
  • Commissions, Hourly, Based on Assets, Flat Fee
Fee % Based on Assets
  • Tier


Bachelors -
  • University of Wyoming
    05/2010 - 05/2014


Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures