Tom Rasmussen Email & Phone Number
Senior Wealth Advisor @ Soltis Investment Advisors
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Tom Rasmussen Location
- Texas, United States
Tom Rasmussen Work
- Senior Wealth Advisor @ (September 2024 - Present)
- Wealth Advisor @ (May 2022 - September 2024)
- Financial Advisor @ (November 2021 - May 2022)
- Associate Advisor and Financial Planner @ (July 2018 - September 2021)
- Investment Solutions Representative @ (May 2017 - June 2018)
- Financial Representative @ (March 2016 - May 2017)
Tom Rasmussen Education
- Utah Valley University
Bachelor of Science (B.S.) (Financial Planning and Services)
2015-2018 - Ensign College
Associate's Degree (Business/Commerce, General)
2012-2015
Tom Rasmussen Skills
- Analytical Skills
- Certified Financial Planner
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Data Entry
- Finance
- Financial Analysis
- Financial Planning
- Financial Planning Software
- IRAs
- Investment Advisory
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Multi-task & Handle High-volume Workloads
- Organization Skills
- Portfolio Management
- PowerPoint
- Problem Solving
- Public Speaking
- Qualified Retirement Plans
- Recognizing opportunities
- Relationship Development
- Research
- Retirement Plan Consulting
- Retirement Planning
- Series 63
- Series 65
- Series 7
- Strategic Planning
- Tax Planning
- Teamwork
- Training
- Wealth Management
- Wealth Management Services
Tom Rasmussen Summary
- Tom Rasmussen, based in Texas, United States, is currently a Senior Wealth Advisor at Soltis Investment Advisors. Tom Rasmussen brings experience from previous roles at BlueSky Wealth Advisors, Community First Bank | HFG Trust, EP Wealth Advisors and Fidelity Investments. Tom Rasmussen holds a 2015 - 2018 Bachelor of Science (B.S.) in Financial Planning and Services @ Utah Valley University. With a robust skill set that includes Analytical Skills, Certified Financial Planner, Client Relations, Communication, Customer Relationship Management (CRM) and more. Tom Rasmussen has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Soltis Investment Advisors Employees
John Sadler
Director of Information Technology
Draper, UT, US
Kenneth Grossfield
General Counsel and Chief Compliance Officer
Salt Lake City, UT, US
Bill Wallace
Managing Director Public Investments
Salt Lake City, UT, US
Matt Brann
Partner
Texas, United States
Clark Taylor
Partner, VP Wealth Management
St. George, UT, US
Tyler Wilkinson
Chief Financial Officer, CCO
St. George, UT, US
Kim Anderson
Managing Partner
St. George, UT, US
Rob Kelley
Vice President Finance
North Carolina, United States
Shawn Woods
Director of Investment Research
St. George, UT, US
Tyler Finlinson
Partner, Director of Business Development, Senior Advisor
St. George, UT, US
Hal Anderson
President, Chief Executive Officer, Chief Information Officer
St. George, UT, US
Neal Simon
Board Member
Park City, UT, US
Lon Henderson
President and Chief Executive Officer
St. George, UT, US
Kelli Holmstead
Director Of Operations
St. George, UT, US
Casey Barrus
Chief Financial Officer
Salt Lake City, UT, US
Ammon Christensen
Director of Alternative Investment Research
Salt Lake City, UT, US
T.j. Adams
Partner, Regional Director Pacific Northwest
Bellevue, WA, US
Christie Behunin
Partner, Midwest Regional Director
St. George, UT, US
Shawn Oram
SVP Retirement Plan Services
Salt Lake City, UT, US
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