Kendra R. Rasner

FACTOR INVESTING GROUP

Traverse City, MI 49684

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CRD#: 7340239

Professional summary

Kendra Renee Rasner, who also goes by Kendra Rasner, is a registered financial advisor currently at FACTOR INVESTING GROUP located in Traverse City, Michigan.

Kendra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kendra has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kendra Rasner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KENDRA SERVES ON THE INVESTMENT COMMITTEE OF OLD MISSION TRUST COMPANY, SERVING AS A MEMBER OF THE COMMITTEE. SERVICES PROVIDED INCLUDE TRUST ADMINISTRATION,INVESTMENT MANAGEMENT, TAX MANAGEMENT AND OTHER RELATED FIDUCIARY SERVICES COMMENSURATE WITH HER PARTICIPATION IN OMT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendra Renee Rasner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 19, 2024 - Present

FACTOR INVESTING GROUP

Office #1: 309 Cass St Suite 100, Traverse City, MI 49684

RIA

CRD#: 315131

Traverse City, MI

Past

April 22, 2021 - March 20, 2024

OLD MISSION INVESTMENT COMPANY, LLC

RIA

CRD#: 140381

TRAVERSE CITY, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FACTOR INVESTING GROUP

FACTOR INVESTING GROUP | MELFA WEALTH MANAGEMENT, INC.

CRD#: 315131 / SEC#: 801-121821

RIA

Registered Investment Advisory firm - (7/22/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(3/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/22/2021

Uniform Investment Adviser Law Examination

Current Firm

FACTOR INVESTING GROUP

FACTOR INVESTING GROUP | MELFA WEALTH MANAGEMENT, INC.

CRD#: 315131 / SEC#: 801-121821

RIA

Registered Investment Advisory firm - (7/22/2021 Approved)

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Contact information

Main Address

8 Lyman Street Suite 204, Westborough, MA 01581

Mailing Address

Phone number

(508) 366-6040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIG DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/7/2025)

Regulatory assets under management

Total Number of Accounts	914
AUM (Assets Under Management)	$ 309,527,063

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kendra R. Rasner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendra Renee Rasner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACTOR INVESTING GROUP

OLD MISSION INVESTMENT COMPANY, LLC

Primary Firm SEC Registration

FACTOR INVESTING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/2021

Current Firm

FACTOR INVESTING GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FACTOR INVESTING GROUP

TRUST BUT VERIFY

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