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Tonya Rasmussen

23 Years of Experience
Chicago, IL
Broker

Tonya Rasmussen is a registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

120 S Riverside Plaza, Suite 700, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tonya has a personal investment with Innovative Group and is a partner/owner of Lake Cabin Life LLC, formed to transfer ownership of a vacation property. She spends minimal time on each of these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2015 - Present · 11 yrs 4 mos
Raymond James & Associates, INC.
January 2015 - Present · 11 yrs 4 mos
Raymond James & Associates, INC.
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
William Blair & Company L.L.C.
March 2007 - January 2015 · 7 yrs 10 mos
William Blair & Company L.L.C.Broker
May 2004 - January 2015 · 10 yrs 8 mos
Terra Financial Planning Group LTD
August 2002 - November 2003 · 1 yr 3 mos
Capital Brokerage CorporationBroker
July 2002 - May 2003 · 10 mos
American Express Financial Advisors INC.Broker
September 2001 - February 2002 · 5 mos
Ids Life Insurance CompanyBroker
September 2001 - February 2002 · 5 mos
State Registrations31 states
AZCACODCFLGAIAIDILINMAMDMIMNMONCNJNVNYOHORPASCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Tonya Rasmussen - Financial Advisor | TrueAdvisor