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Reid W. Rasner

Advisor at Omnivest — Casper, WY

Updated today

Credentials

Series 66

Experience

8 years

Location

Casper, WY 82601

Omnivest logo

Omnivest

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Reid Rasner is a financial advisor at Omnivest in Casper, Wyoming, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Omnivest provides discretionary asset management and comprehensive financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm combines fundamental and technical analysis with Monte Carlo planning and operates on a discretionary basis, delivering portfolio management and fixed-scope financial plans.

Client services

Based on Omnivest

Financial planning Portfolio management

Expertise

Based on Omnivest

General retirement planning

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Fee options

Fixed

Financial planning services offered at a flat fee of $3,800

Percentage

$0 - $2,000,000: 1.20% annually (0.30% quarterly) $2,000,000.01 - $5,000,000: 1.00% annually (0.25% quarterly) $5,000,000.01 - $10,000,000: 0.60% annually (0.15% quarterly) $10,000,000.01+: 0.40% annually (0.10% quarterly)

Other

Account minimum: $500,000 (minimum may be lowered or waived in certain cases) Fee-only: Asset management fees only, no commissions; negotiable fees

Location

Casper, WY

932 S. David St.

Casper WY 82601

Advisors at this office

1

Most active in

Colorado · Nevada · New York · Wyoming

Work history

8 years of industry experience

Omnivest

2026 - Present • 1 year

Casper, WY

Omnivest

2019 - Present • 7 years

Casper, WY

LPL Financial, LLC

2019 - 2026 • 7 years

Casper, WY

Edward Jones

2017 - 2019 • 2 years

St Louis, MO

Marcus & Millichap

2017 - 2017 • 1 year

Las Vegas, NV

Urban Nest Realty

2016 - 2017 • 1 year

Las Vegas, NV

Coldwell Banker

2014 - 2016 • 2 years

Cheyenne, WY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jessica P

Series 63, Series 65

Casper, WY

WYOU Financial Strategies, LLC

Jessica Pratt is a financial advisor at WYOU Financial Strategies, LLC in Casper, Wyoming, holding the Series 63 and Series 65 designations with six years of industry experience. Her prior roles include positions at Lincoln Financial Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, she has experience in entrepreneurship and tattoo arts. WYOU Financial Strategies offers financial planning, coaching, and optional investment management to individuals, families, and business owners. The firm emphasizes a planning-led, coaching-based process using proprietary tools to assist clients in managing cash flow and financial decisions, with investment recommendations provided within the context of financial plans.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
user avatar

Brad O

Series 63

Casper, WY

Orr, Brad L.

Brad Orr is the sole advisor at Orr, Brad L., an independent firm based in Casper, WY. He holds a Series 63 designation and has 8 years of industry experience, with a career spanning over 20 years at his current firm. Orr, Brad L. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure and a variety of analytical methods, managing accounts primarily on a discretionary basis.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Cash flow / budgeting
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Ricky D

Casper, WY

Senior Tax Advisory Group, Inc.

Ricky Durdahl is a financial advisor at Senior Tax Advisory Group, Inc. with nine years of industry experience. He previously worked at Tucker Asset Management LLC for eight years and has been involved with Retirement Resources since 1982, where he is an owner and partner in an insurance-related business. Senior Tax Advisory Group, Inc. serves individual clients, including high-net-worth individuals, by recommending and monitoring third-party advisers who manage client accounts. The firm employs a model-based, asset-allocation approach primarily using exchange-traded funds and manages approximately $122.8 million in assets.

Wealth management
user avatar

Arin W

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.

Wealth management Passive / index investing Active portfolio management
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Tom C

Casper, WY

Pinnacle West Asset Management Inc

Tom Creager is a financial advisor with Pinnacle West Asset Management Inc and holds nine years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of advisory work, Creager serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans. The firm emphasizes tailored asset-allocation models and long-term, buy-and-hold portfolio management focused on large-cap equities and laddered fixed-income holdings.

Wealth management Passive / index investing Active portfolio management
user avatar

Lane H

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Lane Hunsicker is a financial advisor at Pinnacle West Asset Management Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Pinnacle West since 2018. Prior to his advisory role, he taught at the University of Wyoming and has longstanding teaching roles at Natrona County High School and CY Junior High. Pinnacle West Asset Management is an SEC-registered firm that provides discretionary portfolio management to individuals, families, trusts, and various entities, managing approximately $229.5 million across about 88 client relationships. The firm follows a disciplined, long-term buy-and-hold investment philosophy focused on strategic asset allocation and customized portfolios, with a notable integration of accounting expertise among its principals.

Wealth management Passive / index investing Active portfolio management
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