Sara Rasmussen
Sara Rasmussen is a registered investment advisor at Independent Financial Group, LLC, based in Tacoma, WA, with 17 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Tacoma, WA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sara is an agent at C1 Wealth Management, LLC, providing insurance services. She dedicates about 10-20% of her time to insurance sales, meeting with clients, and comprehensive planning.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Country Capital Management CompanyBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Global Atlantic Distributors, LLCBroker
American General Distributors, INC.Broker
Liberty Life Distributors LLCBroker
State Registrations2 states
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.