This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RAIN OR SHINE PLANNING, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Mar 9, 2019

First registration

Nov 5, 2020

Dual registered

no

Other names

Casie Rae Schneider

IAPD individual key

7290671

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Casie Rae Dunning left Jerry J Davis Cpa Pc for Abacus Wealth Partners (registered 2021-06-08)

  Form ADVobserved 5 days ago
• Occurred

  Oct 2, 2023
  Advisor changed firm

  Casie Rae Dunning left Abacus Wealth Partners for Rain Or Shine Planning, Llc (registered 2023-12-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0148e2a5-4f15-ea7e-fb55-e03ec2e8a250

First observed

Nov 5, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.