Jason Goosen
Rapids Financial · Kentwood, Michigan
Jason Goosen is a fee-only financial advisor at Rapids Financial in Kentwood, Michigan. Jason focuses on retirement planning, tax planning and small business owners. Rapids Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Rapids Financial |
|---|---|
| Based in | Kentwood, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $5.7M across 92 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6991268 |
| Exams passed | Series 63 (2019) · Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rapidsfin.com |
| Profile |
How Jason's firm compares
- Rapids Financial's average account is about $62,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Jason
Is Jason Goosen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Rapids Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Rapids Financial, reports charging a percentage of assets on its SEC Form ADV.
Does Jason work with clients virtually?
Yes. Rapids Financial says on its website that it works with clients remotely.
Where is Jason Goosen based?
Jason Goosen is based in Kentwood, Michigan.
What does Jason specialize in?
Jason's specialties include retirement planning, tax planning and small business owners. Jason works with pre-retirees and retirees.
Is Jason Goosen registered with the SEC?
Yes. Jason Goosen is registered as an investment adviser representative in MI (CRD 6991268), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rapids Financial manage?
Rapids Financial reports $5.7M across 92 accounts in assets under management.
How do I contact Jason Goosen?
Through Jason's website, www.rapidsfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rapids Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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