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Kim Rasmussen

Transamerica Financial Advisors, LLC
15 Years of Experience
Oak Brook, IL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Kim Rasmussen is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Oak Brook, IL, with 15 years of industry experience. Kim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.

Transamerica Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2625 Butterfield Rd, Suite 126N, Oak Brook, IL, 60523

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2008
Judgment / Lien
September 2006
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kim sells insurance and non-insurance products for Transamerica Financial Advisors, dedicates minimal time to Net Law Group Inc. and LegacyShield Solutions, Inc. for estate planning, and owns Until Now Consulting. Kim is also a director at The Danish Home Association, spending minimal time on board activities.

Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Transamerica Financial Advisors, LLC
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
World Group Securities, INC.Broker
April 2002 - February 2008 · 5 yrs 10 mos
Wma Securities, INC.Broker
November 2000 - April 2002 · 1 yr 5 mos
State Registrations3 states
ILMOTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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