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Reid + Rasner - Financial Advisor in Casper, WY

Paladin Research Report For:

Reid Rasner

Omnivest Financial

932 S. David St.
Casper, WY 82601
307-337-1223
Visit Website
https://www.omnivestfinancial.com

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.

See Disclosures

General Information

Firm Start Year
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
  • 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

Compliance

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

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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