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

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

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

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

Securities Licenses

Series 66, Series 6

Insurance and Annuity Licenses

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

Assets Managed by Advisor

$20,000,000

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1000

Compensation Methods

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 www.FINRA.org & SIPC www.sipc.org.

FinancialAdvisor.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialAdvisor.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialAdvisor.net cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net 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