Rachel Rasmussen, financial advisor Cincinnati OH
89 score

Rachel Rasmussen

CRD Number: 6074939
Current Firm: Foster & Motley Inc.

Rachel Rasmussen (CRD# 6074939) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Foster & Motley, Inc. Cincinnati, OH Sep 2013 - Current 4
Covington & Associates, Inc. Westfield, NJ Jun 2013 - Aug 2013 < 1
Covington & Associates, Inc. Westfield, NJ Mar 2013 - May 2013 < 1
Seton Hall University South Orange, NJ Aug 2011 - May 2013 1
Tri State Sales Loveland, OH Dec 2010 - May 2013 2
Merrill Lynch Morristown, NJ May 2012 - Mar 2013 < 1
Unemployed Loveland, OH Nov 2010 - Nov 2010 < 1
Pfeiffer Sales Company Louisville, KY Jul 2007 - Oct 2010 3
Marriott Cincinnati, OH May 2009 - Aug 2009 < 1
Schawk Cincinnati, OH May 2008 - Aug 2008 < 1
Mios Pizzeria Mason, OH Mar 2004 - Aug 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Rachel A. Rasmussen
Phone Number: 513-561-6640
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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