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Current Employers
Rainier Wealth Planning, Llc

9854 Professional Blvd, Baton Rouge, LA 70809 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-30
LA RA APPROVED 2026-01-26
TX RA APPROVED 2026-01-26
  • TN RA
    APPROVED
    Since 2026-01-30
  • LA RA
    APPROVED
    Since 2026-01-26
  • TX RA
    APPROVED
    Since 2026-01-26

Branch Locations

9854 Professional Blvd, Baton Rouge, LA 70809 • 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
Lincoln Financial Advisors/Osaic Fa, Inc Baton Rouge LA 06/2010 01/2025
Osaic Wealth, Inc. Baton Rouge LA 01/2025 Present
Rainier Wealth Planning, Llc Baton Rouge LA 01/2026 Present
Previous Registrations
  • 2025-01-24 → 2026-01-28
    Baton Rouge, LA
  • 2010-10-20 → 2025-01-24
    Osaic Fa, Inc.
    Baton Rouge, LA
    Baton Rouge, LA
    Baton Rouge, LA
Other Businesses

1) RAINIER WEALTH PLANNING, LLC 7918 WRENWOOD BOULEVARD, SUITE D BATON ROUGE, LA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, LONG-TERM CARE INSURANCE, COMMISSION BASED GROUP BENEFITS, FIXED ANNUITIES, DISABILITY INSURANCE, PROPERTY AND CASUALTY INSURANCE, AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 12/2016 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) RAINIER GROUP - NOTARY, LLC 7918 WRENWOOD BLVD., SUITE D BATON ROUGE, LA 70809 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OFFERING NOTARIAL SERVICES START DATE: 5/10/2019 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3) RAINIER GROUP LLC 7918 WRENWOOD BLVD STE D BATON ROUGE LA 70809 CATEGORY: TAX PREPARATION INVESTMENT RELATED: NO TITLE: OWNER DUTIES: PREPARING TAX RETURNS AND PROVIDING INCOME TAX ADVICE AS AN IRS ENROLLED AGENT START DATE: 11/1/2020 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4) JASON RAINIER - 10265 HILLYARD AVE, LA 70809 CATEGORY: RENTAL INVESTMENT RELATED: YES TITLE: LANDLORD DUTIES: RENTING OUT OUR GUESTHOUSE START DATE: 9/1/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) RWP HOLDINGS, LLC POSITION: Member NATURE: This is an LLC. It is simply a holding company that will own the office building we are purchasing. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/18/2025 ADDRESS: 10265 Hillyard Ave, Baton Rouge LA 70809 DESCRIPTION: I will pay the mortgage. I also intend to rent out the other suite (fully separated from our office) to another business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-24
  • S66 Uniform Combined State Law Examination
    2010-09-24
Designations

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