Best Investors Account Sign in
Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-02-20
  • WA RA
    APPROVED
    Since 2026-02-20

Branch Locations

Tacoma, WA • United States

12671 High Bluff Dr Ste 200, San Diego, CA 92130 • 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
Global Atlantic Financial Company Simsbury CT 01/2013 12/2016
Cetera Investment Services Llc St Cloud MN 02/2017 04/2018
Country Capital Management Company Bloomington IL 04/2018 08/2024
C1 Wealth Management, Llc Everett WA 10/2024 Present
Ameritas Investment Company, Llc Lincoln NE 11/2024 02/2026
Ameritas Advisory Services, Llc Lincoln NE 11/2024 02/2026
Independent Financial Group, Llc Tacoma WA 02/2026 Present
  • 01/2013 → 12/2016
    Global Atlantic Financial Company
    Simsbury, CT
  • 02/2017 → 04/2018
    Cetera Investment Services Llc
    St Cloud, MN
  • 04/2018 → 08/2024
    Country Capital Management Company
    Bloomington, IL
  • 10/2024 → Present
    C1 Wealth Management, Llc
    Everett, WA
  • 11/2024 → 02/2026
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2024 → 02/2026
    Lincoln, NE
  • 02/2026 → Present
    Tacoma, WA
Previous Registrations
Other Businesses

SARA RASMUSSEN POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2026 ADDRESS: 1902 120th Place SE Suite 103A, Everett WA 98208, United States DESCRIPTION: Sell and Service Life Insurance and Annuities to clients. C1 WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2026 ADDRESS: 1902 120th Place SE Suite 103A, Everett WA 98208, United States DESCRIPTION: Sell and Service Life Insurance and Annuities to clients. SARA ELIZABETH RASMUSSEN LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2025 ADDRESS: 1903 128th St E, TACOMA WA 98374, United States DESCRIPTION: Entity used for tax advantaged cash flow through

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-19
S63 Uniform Securities Agent State Law Examination 2013-06-12
  • S65 Uniform Investment Adviser Law Examination
    2017-07-19
  • S63 Uniform Securities Agent State Law Examination
    2013-06-12
Other Names
  • Sara Rasmussen
  • Sara Elizabeth Cress
  • Sara Elizabeth Cress
  • Sara Elizabeth Rasmussen

View on SEC IAPD

More in Tacoma, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor