Charlotte Marie Rasmussen

Employer firm

Ascent Advisors CRD 335353

$101M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• DST CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → 10/2025
  New York Life Insurance Company
  Edina, MN
• 11/2024 → 10/2025
  Nylife Securities Llc
  Edina, MN
• 11/2023 → 01/2025
  The Lexington
  Saint Paul, MN
• 03/2023 → Present
  Omni Hotels - Viking Lakes
  Eagan, MN
• 04/2021 → 05/2023
  Farmers Insurance - Austin Miller Agency
  Bloomington, MN
• 07/2020 → 04/2021
  Farmers Insurance - District 5 Office
  Plymouth, MN
• 03/2020 → 07/2020
  Unemployed
  Minneapolis, MN
• 06/2019 → 03/2020
  Public Kitchen + Bar
  Saint Paul, MN
• 06/2018 → 08/2019
  Ninetwentyfive
  Wayzata, MN
• 06/2016 → 06/2018
  Standard Beverage Corporation
  Lenexa, KS
• 05/2025 → 09/2025
  Masa & Agave
  Minneapolis, MN
• 10/2025 → 06/2026
  Massmutual Life Insurance Co
  Minneapolis, MN
• 10/2025 → 06/2026
  Mml Investors Services, Llc
  Minneapolis, MN
• 10/2025 → 06/2026
  M&E Catalyst Group
  Minneapolis, MN
• 07/2026 → Present
  Ascent Advisors Llc
  Maple Grove, MN

Previous Registrations

• 2026-05-06 → 2026-07-06
  Mml Investors Services, Llc
  Minneapolis, MN

Other Businesses

Omni Hotel at Viking Lakes; Position Title: On-Call Banquet Server/Bartender; Investment Related: No; Location: 2611 Nordic Way Eagan MN 55121; Description: On-call banquet bartending and serving, about 1 or 2 nights a month on weekends.; Start date: 2023-03-25; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 6; Contact person at the organization: Robert Klaus; Website address for the organization: omnihotels.com.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-21
• S63 Uniform Securities Agent State Law Examination
  2025-04-14

Other Names

• Charlotte Rasmussen