Jason Rasmussen
Jason Rasmussen is a registered investment advisor at Osaic Wealth, INC., based in Lodi, WI, with 14 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
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.
Exams
More Advisors
- Dennis Crow, CFPCommonwealth Financial Network