Reid Rasner is a registered investment advisor at Omnivest, based in Casper, WY, with 8 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.35% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, and account composition. Cash is included as an asset class in fee calculations.
Fee Estimator
Location
932 S. David St., Casper, WY, 82601
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2026Other Business ActivitiesSells Insurance
Reid works as a wealth manager selling non-variable insurance, dedicating a few hours per week to this activity. He also has several other investment-related activities, including real estate rental and DBAs for his LPL business, but these take up minimal time.
Employment History
Current Registrations
Omnivest
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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