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Eric Joseph Rasmussen

Charles Schwab & CO., Inc.

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About Eric Joseph Rasmussen

Eric Rasmussen is a financial advisor with Charles Schwab & Co., Inc. in COLORADO SPRINGS, CO. Eric has been in the financial services industry since July 2012. Eric is registered with 51 states and the District of Columbia, along with the FINRA. Eric has passed the Series 7, Series 66, Series 52TO and the SIE. Eric has previously been employed by USAA Financial Advisors, Inc. and Edward Jones.

Firm Information

Eric Rasmussen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Eric Rasmussen’s Registration & Firm History

CO

05/23/2020 - Present

Charles Schwab & CO., Inc. (COLORADO SPRINGS CO)

CO

07/16/2013 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

CO

07/23/2012 - 01/17/2013

EDWARD JONES (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 08/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eric Joseph Rasmussen.
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