Alexandra Nicole Rasmussen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 05/2023
  Akomi Dance Company
  Huntington Beach, CA
• 02/2016 → 07/2022
  Npb Financial Group, Llc
  Burbank, CA
• 07/2016 → Present
  Financial Counseling Resources
  Santa Ana, CA
• 07/2022 → 03/2025
  Independent Financial Group, Llc
  Santa Ana, CA
• 03/2025 → Present
  Osaic Wealth Inc
  Laguna Niguel, CA

Previous Registrations

• 2022-07-15 → 2025-03-06
  Independent Financial Group, Llc
  Aliso Viejo, CA
• 2016-07-01 → 2022-07-15
  Npb Financial Group, Llc
  Santa Ana, CA
• 2016-07-07 → 2021-12-31
  Financial Counseling Resources Llc
  Santa Ana, CA

Other Businesses

1) FINANCIAL COUNSELING RESOURCES POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2016 ADDRESS: 3130 S. Harbor Blvd, Suite #140, Santa Ana CA 92704, United States DESCRIPTION: RIA. 2) ACRISURE OF CA DBA THE LBL GROUP POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 04/01/2016 ADDRESS: 3130 S. Harbor Blvd, Suite #140, Santa Ana CA 92704, United States DESCRIPTION: OUTSIDE INSURANCE. 3) THE LBL GROUP POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 02/01/2016 ADDRESS: 3130 S. Harbor Blvd, Suite #140, Santa Ana CA 92704, United States DESCRIPTION: DBA NAME FOR OUTSIDE INSURANCE COMPANY ACRISURE OF CA. 4) HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT POSITION: Employee NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 1905 Main St, Huntington Beach CA 92648, United States DESCRIPTION: Teaching and choreographing dance for the Academy of the Performing Arts (Huntington Beach High School). 5) AKOMIDANCE INC POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: 13401 Illinois St, Westminster CA 92683, United States DESCRIPTION: BOARD OF DIRECTORS. 6) FINANCIAL COUNSELING RESOURCES POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2016 ADDRESS: 3 Polaris Way, 4th Floor, Aliso Viejo CA 92656, United States DESCRIPTION: Retirement and investment management for retirement plans and some individual accounts. Individual accounts use a third-party money manager, Beacon Capital Management. We are 3(21) advisors on the retirement plans. 7) JAZZ ANTIQUA MUSIC AND DANCE ENSEMBLE POSITION: Dancer/Contractor NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 4718 Washington Blvd, Los Angeles CA 90016, United States DESCRIPTION: Attend rehearsals and various performances as a dancer. 8) HUNTINGTON BEACH HIGH SCHOOL DISTRICT POSITION: Coach NATURE: Public high school district INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 1905 Main St, Huntington Beach CA 92648, United States DESCRIPTION: Guest teacher and choreographer for their dance program 9) FINANCIAL COUNSELING RESOURCES POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2016 ADDRESS: 24291 La Hermosa Ave, Laguna Niguel CA 92677, United States DESCRIPTION: Financial Advisor for individual and group clients 10) FINANCIAL COUNSELING RESOURCES LLC, DBA RETIRESURE, DBA RETIRESURE401K , FCR ADVISORS POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2016 ADDRESS: 24291 La Hermosa Ave, Laguna Niguel CA 92677, United States DESCRIPTION: Financial Advisor for individual and group clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-30
• S63 Uniform Securities Agent State Law Examination
  2011-08-22

Other Names

• Alex N Alvillar
• Alex N Alvillar
• Alexandra Alvillar
• Alexandra Rasmussen