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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Craig kwang-soo Rasmussen is a financial advisor with over 8 years of experience. Thomas Rasmussen is currently registered with Soltis Investment Advisors, LLC in Utah. Thomas Rasmussen has previously worked with Fidelity Brokerage Services LLC, NewFocus Financial Group, LLC, EP Wealth Advisors, Community First Bank/HFG Trust, Bluesky Wealth Advisors, LLC. Thomas Rasmussen has passed the Series 63, Series 66 and Series 7 exams. Thomas Rasmussen holds the designation Certified Financial Planner. Thomas Rasmussen specializes in providing financial planning services to individuals, families, and businesses. Thomas Rasmussen also has experience working with charitable organizations and pension and profit sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/07/2024 - Present
Soltis Investment Advisors, LLC (Southlake TX)
UT
04/22/2016 - 06/22/2018
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 04/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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