Advisor at Factor Investing Group
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Firm
Factor Investing Group
Location
Traverse City, MI 49684
Credentials
Series 65
Industry experience
4 years
Kendra Rasner is a financial advisor at Factor Investing Group with a Series 65 designation and four years of industry experience. Her prior roles include positions at Melfa Wealth Management, Old Mission Investment Company, and Fifth Third Bank. Factor Investing Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to build and monitor portfolios tailored to clients’ objectives and risk tolerance, using a mix of ETFs, mutual funds, individual stocks, closed-end funds, and bonds.
Based on Factor Investing Group
up to 1.30% annually (negotiable, based on factors including asset size, complexity, planning services, relationship)
Fee-only: Fees are paid as a percentage of assets under management; no commissions or other compensation received.
309 Cass St, Suite 100
Traverse City, MI 49684
Michigan
Melfa Wealth Management, Inc.
2024 - Present (2 years)
Old Mission Investment Company
2020 - 2024 (4 years)
FIFTH THIRD BANK
2017 - 2020 (3 years)
STUDENT
2011 - 2016 (5 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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