Brian Rasmussen is a registered investment advisor at LPL Financial LLC, based in Folsom, CA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Folsom, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates Rasmussen Advisors as a DBA for his LPL business, dedicating nearly all of his time. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, spending full-time hours on this activity. Additionally, Brian works as a fitness trainer through Rasmussen Longevity LLC, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Golden State Wealth Management, LLC
Edward Jones
Edward JonesBroker
State Registrations3 states
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