Thomas Craig kwang-soo Rasmussen
Investment adviser representative at Soltis Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm assets
Are you Thomas Craig kwang-soo Rasmussen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Mission Wealth Management, LPJan 2026 to now
- Soltis Investment Advisors, LLCOct 2024 to now
- Bluesky Wealth Advisors, LLCMay 2022 to Sep 2024
- Community First Bank/hfg TrustNov 2021 to May 2022
- Ep Wealth AdvisorsJan 2021 to Sep 2021
- Newfocus Financial Group, LLCJul 2018 to Jan 2021
- Fidelity Brokerage Services, LLCMar 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Soltis Investment Advisors, LLC
$12BAssets managed
5,414Clients
79Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6626625
- Firm CRD
- 154690