Jason Rasmussen
Jason Rasmussen is a registered investment advisor at Osaic Wealth, INC., based in Lodi, WI, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
113 S Main St, Suite 301, Lodi, WI, 53555
Get directionsHistory
Regulatory History (6)
Regulatory
August 2016Regulatory
January 2011Regulatory
May 2010Regulatory
December 2009Regulatory
January 2008Regulatory
November 2005Other Business ActivitiesSells Insurance
Jason owns Rasmussen Mortgage Inc., Kiddie Korner Inflatables LLC, is a co-owner of Kiddie Korner of Lodi, Inc., and owns JRR Properties LLC. He also sells insurance and annuity products through Futurity First Insurance Group, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.