Kendra Rasner (CRD# 7340239) is an Investment Advisor Representative working at Factor Investing Group in Traverse City, MI and has over 3 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Melfa Wealth Management, Inc. | Traverse City, MI | Mar 2024 - Current | < 1 |
Old Mission Investment Company | Traverse City, MI | Oct 2020 - Mar 2024 | 3 |
Fifth Third Bank | Traverse City, MI | Jan 2017 - Oct 2020 | 3 |
Student | Houghton, MI | Mar 2011 - Dec 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- MI
-
Total Assets Under Management228MILLIONS
-
Total Number of Accounts732ACCOUNTS
-
Average Account Value$311,475
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, ME, MI, NH, RI, TX
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