Cady Rankin
Advisor at &PARTNERS
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
&PARTNERS
Location
Cumberland, MD 21502
Credentials
CFP®, Series 66
Industry experience
10 years
About
Cady Rankin is a CFP® professional with 10 years of industry experience, currently advising at &PARTNERS since 2024. Prior to joining &PARTNERS, Rankin worked at Wells Fargo Advisors, LPL Financial, and Wells Fargo Clearing Services. Rankin serves as an advisory board member for the College of Business, Engineering, Computing, and Analytics at Frostburg State University, providing guidance on strategic planning and curriculum development. &PARTNERS serves a diverse client base including individuals across wealth levels, retirement plans, charitable organizations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing proprietary and third-party strategy models with both discretionary and non-discretionary management options.
Client services
Based on &PARTNERS
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Expertise
Based on &PARTNERS
Wealth management
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client
Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products
Hourly Consulting Fee as agreed with client, invoiced monthly
Research Report Services fee of $500/month
Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client
Location
110 Washington Street, 2nd Floor
Cumberland, MD 21502
Most active in
Cady R has reported serving >5 clients in these states in the last 12 months.
Maryland · Pennsylvania · Texas
Work history
&PARTNERS
2024 - Present (2 years)
Wells Fargo Clearing Services, Ll
2022 - 2024 (2 years)
LPL Financial
2021 - 2022 (1 year)
Wells Fargo Clearing
2016 - 2021 (5 years)
Wells Fargo Advisors, LLc
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Cumberland, MD
&PARTNERS
Kristina D
CFP®, Series 66
Cumberland, MD
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Christina C
Series 66
Cumberland, MD
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Barth F
Series 65
La Vale, MD
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