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Rachel Ann Rasmussen

Foster & Motley Inc

Cincinnati, OH

CRD 6074939

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Employer firm

Foster & Motley Inc CRD 106905

$2.94B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Foster & Motley Inc

7755 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-09-19
  • OH RA
    APPROVED
    Since 2014-09-19

Branch Locations

7755 Montgomery Road Suite 100, Cincinnati, OH 45236 • 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
Foster & Motley, Inc. Cincinnati OH 09/2013 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-09
  • S65 Uniform Investment Adviser Law Examination
    2013-11-09
Designations
  • Chartered Financial Analyst
Other Names
  • Rachel Ann Perry

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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