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Reid Rasner

Omnivest Financial

932 S. David St.

Casper, WY 82601


About Omnivest Financial

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



Firm CRD#


States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


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


Investment Types

Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Video Conference, Phone, Our Office


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 66, Series 6

Insurance and Annuity Licenses

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

Firm Information

Assets Managed by Advisor


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Flat Fee

Fee % Based on Assets



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