Unclaimed Profile

Michael Thomas Rasmussen

CHANDLER ASSET MANAGEMENT INC·SAN DIEGO, California

SIE, Series 7, Series 7TO, Series 14, Series 24, Series 51, Series 63, Series 65, Series 99TOClean record8 years registeredCHANDLER ASSET MANAGEMENT INC

9255 TOWNE CENTRE DRIVE, SAN DIEGO, CA 92121CRD# 6874332Firm CRD# 107287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Thomas Rasmussen · SAN DIEGO, CA

Registration

CRD #6874332 · CHANDLER ASSET MANAGEMENT INC · 8 years registered

Brand Profile

Not yet started

Career History

CHANDLER ASSET MANAGEMENT INC

Apr 2023 – present

KORE ADVISORS LP

Mar 2021 – Mar 2022

BOYNTON BEACH, FL

DAKOTA WEALTH, LLC

Jun 2020 – Feb 2021

PALM BEACH GARDENS, FL

SPEARHEAD CAPITAL ADVISORS, LLC

Dec 2017 – May 2020

WELLINGTON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 14

Series 24

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · December 1, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHANDLER ASSET MANAGEMENT INC

CRD 107287 · SEC 801-44378

AUM

$35.8B

Regulatory assets under management

Employees

1,104 client accounts

Services offered by CHANDLER ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CHANDLER ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Michael Thomas Rasmussen offer?

Michael Thomas Rasmussen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Michael Thomas Rasmussen's credentials?

Michael Thomas Rasmussen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Thomas Rasmussen located?

Michael Thomas Rasmussen is based in SAN DIEGO, California, working with CHANDLER ASSET MANAGEMENT INC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Michael Thomas Rasmussen charge for services?

Michael Thomas Rasmussen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHANDLER ASSET MANAGEMENT INC?

CHANDLER ASSET MANAGEMENT INC has approximately 45 employees and manages $35.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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