BR
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Brian M Rasmussen

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

Folsom, CA

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
August 2022 - Present · 3 yrs 6 mos
Mariner Advisor Network
March 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
LPL Financial LLC
December 2020 - July 2022 · 1 yr 7 mos
Golden State Wealth Management, LLC
January 2020 - December 2020 · 11 mos
Edward Jones
January 2016 - January 2020 · 4 yrs
Edward JonesBroker
September 2015 - January 2020 · 4 yrs 4 mos
State Registrations3 states
CACONV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.