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seller-profile

Reid Rasner

Omnivest Financial

932 S. David St.

Casper, WY 82601

3073371223

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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

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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.

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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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