Rainey & Randall Wealth Advisors, Inc. (SEC-registered fiduciary Investment Adviser, CRD #116251, SEC File #801-63498) is an independent fee-based wealth management and retirement planning firm headquartered on Sycamore Street in Celebration, Florida. Co-founded and led by Chief Executive Officer Michael D. Rainey (CRD #2316398) and President Wayne F. Randall, CFP® (CRD #2173538), the practice specializes in fiduciary retirement income architecture, business succession, tax-efficient distribution planning, and multi-generational estate coordination for retirees, executives, and franchise owners across Celebration, Kissimmee, and Osceola County.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Wayne F. Randall, CFP®); SEC IAPD Individual Profile (Michael D. Rainey); Rainey & Randall Wealth Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-63498 (Rainey & Randall Investment Management, Inc. d/b/a Rainey & Randall Wealth Advisors, Inc.); independent fiduciary Registered Investment Adviser headquartered at 610 Sycamore St, Ste 340, Celebration, FL 34747.
Issuer: CFP Board / SEC
Notes: Led by Co-Founder & President Wayne F. Randall, CFP® (CRD #2173538, Boston University Financial Planning Program, member of the Financial Planning Association of Central Florida) and Co-Founder & CEO Michael D. Rainey (CRD #2316398).
Factual details and direct answers about Rainey & Randall Wealth Advisors, Inc.'s services, licensing, and credentials.
What is the SEC registration status of Rainey & Randall Wealth Advisors in Celebration?
Rainey & Randall Wealth Advisors, Inc. is an active, independent SEC-registered fiduciary Investment Adviser operating under CRD #116251 and SEC File #801-63498 from its principal office in Celebration, Florida.
Who are the founding principals of Rainey & Randall Wealth Advisors, Inc.?
The firm was co-founded by President Wayne F. Randall, CFP® (CRD #2173538) and Chief Executive Officer Michael D. Rainey (CRD #2316398), who specialize in comprehensive retirement, liquidity, and legacy planning for retirees and business owners.
Where is Rainey & Randall Wealth Advisors located in Osceola County?
The firm's headquarters is located in Celebration at 610 Sycamore Street, Suite 340, Celebration, Florida 34747, and can be reached at (888) 644-7711 or (727) 344-7711.
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