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Kendra Renee Rasner

Factor Investing Group

Traverse City, MI

Westborough, MA

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Current Employers
Factor Investing Group

8 Lyman Street Suite 204, Westborough, MA 01581 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-19
  • MI RA
    APPROVED
    Since 2024-03-19

Branch Locations

309 Cass St Suite 100, Traverse City, MI 49684 • United States

8 Lyman Street Suite 204, Westborough, MA 01581 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Houghton MI 03/2011 12/2016
Fifth Third Bank Traverse City MI 01/2017 10/2020
Old Mission Investment Company Traverse City MI 10/2020 03/2024
Melfa Wealth Management, Inc. Traverse City MI 03/2024 Present
  • 03/2011 → 12/2016
    Student
    Houghton, MI
  • 01/2017 → 10/2020
    Fifth Third Bank
    Traverse City, MI
  • 10/2020 → 03/2024
    Old Mission Investment Company
    Traverse City, MI
  • 03/2024 → Present
    Melfa Wealth Management, Inc.
    Traverse City, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-22
  • S65 Uniform Investment Adviser Law Examination
    2021-04-22
Other Names
  • Kendra Rasner

View on SEC IAPD

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PFS INVESTMENTS INC.

Other Investors

DEBORAH ANN ALICE
Kevin Edwin Dunklow
BUZ EDWARD ZAMARRON
JONATHAN B. RICKS
STEVEN AUSTIN YENSHAW
TERRY LEE FROEBER
ROBERT JOSEPH FENTON
BARBARA SUE SHELLMAN

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI

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