Kyle Erik Rasmussen

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

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

• 01/2013 → 10/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2013 → 10/2023
  Northwestern Mutual Investment Services, Llc
  Columbia, SC
• 03/2017 → 10/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 10/2023 → Present
  Mml Investors Services, Llc
  Columbia, SC
• 10/2023 → Present
  Massmutual Life Insurance Company
  Columbia, SC

Other Businesses

(1) NAME: HG WEALTH ADVISORS, LLC, INV REL: Y, ADD: 1901 MAIN ST. STE 1475, COLUMBIA, SC 29201, NATURE/DUTIES: OWNER OF LLC ESTABLISHED FOR THE OPERATIONAL AGREEMENT OF THE DBA INCLUDING PAYING EXPENSES, POSITION: OWNER, START DATE: 11/18/2024, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0 (2) NAME: CAROLINA SUNSHINE FOR CHILDREN, INV REL: N, ADD: 1907 THURMOND MALL, COLUMBIA, SC, 29201, NATURE: WISH GRANTING ORGANIZATION FOR CHILDREN WITH TERMINAL ILLNESSES, POSITION: TREASURER, START DATE: 06/01/2025, NO. HR/MO: 6, NO. HR/MO DURING SEC TRADING: 0, DUTIES: MAINTAIN ORGANIZATION BANK ACCOUNT RECORDS AND COLLABORATE WITH CPA (3) NAME: CAROLINA SUNSHINE FOR CHILDREN, INC. INV REL: Y ADD: 9 MED PARK, COLUMBIA SC 29202 NATURE: BOARD SERVICE POSITION: TREASURER START DATE: 05/01/2025 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DUTIES: OVERSEE BANK TRANSACTIONS FOR THE CHARITY. COORDINATE WITH THE CPA WHEN IT COMES TO TAX FILINGS AND KEEPING THE ORGANIZATION 501C3 COMPLIANT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-05-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant