Kim
Rasmussen

Transamerica Financial Advisors, Inc

CRD#4262506
Investment Advisor
in Oak Brook, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kim Rasmussen is a financial advisor operating in Oak Brook, Illinois who has 5 years of relevant experience. Rasmussen is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Until Now Consulting, Bob Chinn'S Crab House, Stk, Legacyshield Solutions, Inc, Net Law Group Inc and Wealthwave. Rasmussen has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and Texas. Transamerica Financial Advisors, Inc is a company headquartered in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in assets under management between its 59,659 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which service is provided. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

2625 Butterfield Rd Suite 126N
Oak Brook, IL 60523

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

IL Average: $1,855,561,029
Total Number of Employees

1,235

IL Average: 62
Total Number of Accounts

59,659

IL Average: 2,474
Average Account Size

$30,430

IL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kim Rasmussen Work History

Kim has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Net Law Group Inc

2021 - Present (3 years)

Legacyshield Solutions, Inc

2017 - Present (7 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

Until Now Consulting

2012 - Present (12 years)

Wealthwave

2000 - Present (24 years)

World Financial Group, Inc

2015 - 2016 (1 year)

Stk

2011 - 2015 (4 years)

Bob Chinn'S Crab House

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kim Rasmussen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Chima Uzobuihe
Laurel, MD
Patrick Dailey
Rancho Santa Margarita, CA
Jjean-Claude Baldivino
Rancho Cucamonga, CA
Michael Burns
Braintree, MA
Himawan Brasali
San Carlos, CA
David Morris
Campbellsville, KY
Chad Tacia
San Antonio, TX
Qi Dong
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started