KH
CFP
KH
CFP

Keoni Hudson-Rasmussen

13 Years of Experience
Tigard, OR
BrokerSells Insurance

Keoni Hudson-Rasmussen is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6855 SW Baylor St, Tigard, OR, 97223

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Keoni recommends and writes disability insurance through dibrokerWest contracting, dedicating a few hours per week. He also owns Keoni Hudson-Rasmussen, PC, Kruse Woods Financial Partners, Project 3.0 (rental real estate), and Project Discovery, LLC, spending about half his time advising clients in regards to investment assets through Kruse Woods Financial Partners.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2016 - Present · 10 yrs 1 mo
Raymond James Financial Services, INC.
May 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Foresters Advisory Services, LLC
August 2015 - May 2016 · 9 mos
Foresters Financial Services, INC.Broker
January 2013 - May 2016 · 3 yrs 4 mos
State Registrations16 states
AZCACOFLHIIDNCNMORRISCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.