Kendra Rasner
Factor Investing Group · Traverse City, Michigan
Kendra Rasner is a fee-only financial advisor at Factor Investing Group in Traverse City, Michigan. Factor Investing Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Factor Investing Group |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $348.8M across 894 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7340239 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | factorig.com |
| Profile |
How Kendra's firm compares
- Factor Investing Group's average account is about $390,000, from its Form ADV (assets managed divided by 894 accounts).
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Questions about Kendra
Is Kendra Rasner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kendra holds no broker registration, and Factor Investing Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kendra charge for financial advice?
Kendra's firm, Factor Investing Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Kendra Rasner based?
Kendra Rasner is based in Traverse City, Michigan.
Is Kendra Rasner registered with the SEC?
Yes. Kendra Rasner is registered as an investment adviser representative in MI (CRD 7340239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Factor Investing Group manage?
Factor Investing Group reports $348.8M across 894 accounts in assets under management.
How do I contact Kendra Rasner?
Through Kendra's website, factorig.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
- 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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