Best Investors Account Sign in

Eric Joseph Rasmussen

Charles Schwab & Co., Inc.

Colorado Springs, CO

CRD 6073927

Claim This Profile
Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-05-23
  • CO RA
    APPROVED
    Since 2020-05-23

Branch Locations

111 South Tejon Street Suite 109, Colorado Springs, CO 80903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services Colorado Springs CO 07/2013 05/2020
Usaa Financial Advisors Inc Colorado Springs CO 07/2013 05/2020
Usaa Investment Management Company Colorado Springs CO 01/2018 05/2020
Charles Schwab & Co., Inc. Colorado Springs CO 05/2020 Present
  • 07/2013 → 05/2020
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 07/2013 → 05/2020
    Usaa Financial Advisors Inc
    Colorado Springs, CO
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Colorado Springs, CO
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Colorado Springs, CO
Previous Registrations
  • 2018-01-08 → 2020-05-24
    Usaa Investment Services Company
    San Antonio, TX
  • 2013-07-16 → 2018-01-08
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 2012-10-01 → 2013-01-17
    Edward Jones
    Colorado Springs, CO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-03
  • S66 Uniform Combined State Law Examination
    2012-08-03
Other Names
  • Eric Rasmussen

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SEAMOUNT FINANCIAL GROUP INC

Nearby Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM

Nearby Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO

More in Colorado Springs, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor