Shawn Rasmussen (CRD# 4597022) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lithia, FL and has over 21 years of experience in the finance industry. Shawn Rasmussen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 5159569
Primerica Advisors
CRD# 6525251
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lithia, FL | May 2020 - Current | 3 |
| Charles Schwab Bank, Ssb | Lithia, FL | May 2020 - Current | 3 |
| Self-employed | Jupiter, FL | Oct 2019 - Current | 4 |
| United States Army Reseres | St Louis, MO | Apr 1996 - Current | 28 |
| Usaa Investment Management Company | Tampa, FL | Jan 2018 - May 2020 | 2 |
| Usaa Financial Advisors, Inc. | Tampa, FL | May 2009 - May 2020 | 11 |
| Usaa Financial Planning Services | Tampa, FL | May 2009 - May 2020 | 11 |
| Bike Ms | San Antonio, TX | Feb 2020 - Mar 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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