Kendra Renee Rasner
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kendra Rasner
Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC
Disclosures on record.
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.
Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC
Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC
Current Firm
FACTOR INVESTING GROUP | MELFA WEALTH MANAGEMENT, INC.
Contact Information
Main Address
8 Lyman Street Suite 204, Westborough, MA 01581Phone Number
(508) 366-6040# of Employees
6SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
894AUM (Assets Under Management)
$348,829,624Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC
Primary Firm SEC Registration
FACTOR INVESTING GROUP | MELFA WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Kendra Renee Rasner's CRS (Customer Relationship Summary).
Similar Advisors
PJT PARTNERS LP
DRAKE & ASSOCIATES, LLC
ROYAL PALMS CAPITAL, LLC
LPL FINANCIAL LLC