ABOUT US
Rasmussen Investments is a independent wealth management firm focused on retirement planning, investments, estate/trust planning, tax strategies, and insurance. We are fully independent and not captive to any one company allowing us to deliver the best results possible for our clients. We continually monitor our clients portfolios and make adjustments when needed based on market conditions and their own personal financial circumstances. We pride ourselves on excellent service and continually communicate with our clients and are always available directly. We are a strict fiduciary firm putting our clients interests first always. Feel free to reach out to us for a strictly confidential no obligation conversation, we look forward to hearing from you.
MEET THE TEAM
Dan Rasmussen
Founder & CEO
Mr. Rasmussen has over a decade of wealth management experience advising individuals, families, business owners and their partners on their wealth management, investments, estate/trust planning, tax strategies, and insurance needs. In 2008, he graduated from The University of Iowa Tippie College of Business with a degree in Bachelors of Business Administration with a concentration in Business Management. His hobbies include golf, skiing, fishing and boating.
OUR CORE VALUES
Client Focus
We take the time to understand your unique circumstances and develop a personalized plan that aligns with your aspirations.
Expertise
Our team is committed to continuous learning and staying up-to-date on the latest financial trends and strategies.
Communication
We believe in clear and ongoing communication, keeping you informed and involved throughout the entire planning process.