Jason R Rasmussen

Current Employers

Employment History

• 01/2005 → Present
  Rasmussen Mortgage Inc.
  Lodi, WI
• 07/2011 → 06/2017
  World Financial Group, Inc.
  Madison, WI
• 06/2012 → 06/2017
  Transamerica Financial Advisors, Inc
  Madison, WI
• 05/2001 → Present
  Kiddie Korner Of Lodi
  Lodi, WI
• 06/2012 → Present
  Kiddie Korner Inflatable Llc
  Lodi, WI
• 04/2001 → Present
  Jrr Properties Llc
  Lodi, WI
• 06/2017 → Present
  Z Ent Ltd Dba Choice Advisors
  Brookfield, WI
• 06/2017 → Present
  Z Ent Ltd Dba Focused Tax Solutions
  Brookfield, WI
• 06/2017 → 09/2020
  Securities Service Network
  Knoxville, TN
• 06/2017 → 09/2020
  Ssn Advisory Inc
  Knoxville, RI
• 09/2020 → 06/2024
  Securities America, Inc.
  La Crosse, WI
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  La Crosse, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  La Crosse, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  La Crosse, WI

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Brookfield, WI
  La Crosse, WI
• 2017-06-26 → 2020-09-18
  Ssn Advisory, Inc.
  Brookfield, WI
  Brookfield, WI
• 2013-10-09 → 2017-06-27
  Transamerica Financial Advisors, Llc
  Madison, WI

Other Businesses

1) KIDDIE KORNER OF LODI, INC. POSITION: co-owner NATURE: Childcare Center INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2001 ADDRESS: 311 SEMINARY ST, LODI WI 53555 DESCRIPTION: Silent owner. My wife runs the business. 2) JRR PROPERTIES LLC. POSITION: Owner NATURE: Rental income property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2001 ADDRESS: W11241 County Road V, Lodi WI 53555 DESCRIPTION: Rental properties. 3) FUTURITY FIRST INSURANCE GROUP POSITION: Insurance/Annuity sales NATURE: I switched broker my insurance and annuity sales to Futurity First. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/17/2022 ADDRESS: 3167 Berlin Drive, LA CROSSE WI 54603 DESCRIPTION: Some of the annuities and insurance products do have indexed, fixed and variable characteristics. 4) RASMUSSEN MORTGAGE INC. POSITION: Owner/Loan consultant NATURE: S-Corp. Mortgage brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 05/01/2005 ADDRESS: 113 S MAIN ST, STE 301, LODI WI 53555-1163, United States DESCRIPTION: Broker mortgages. 5) RASMUSSEN FINANCIAL LLC POSITION: Owner NATURE: This is an LLC. I operate my financial advisory business through this LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 04/08/2026 ADDRESS: 113 S MAIN ST, Suite 301, Lodi WI 53555, United States DESCRIPTION: Financial advisory business. Just the LLC for tax reporting purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-01
• S63 Uniform Securities Agent State Law Examination
  2012-09-10

Other Names

• Jason R Rasmussen
• Jason Raymond Rasmussen