Makenna Rasmussen
Investment adviser representative at Journey Retirement Planning and Investment Management, LLC
11 yearsExperience
1 stateRegistered in
$187.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Journey Retirement Planning and Investment Management, LLCJul 2024 to now
- Capita Financial NetworkJan 2023 to May 2025
- Clark Rasmussen Taylor AccountingSep 2022 to Jan 2023
- America First Credit UnionJan 2022 to Aug 2022
- North Star SecurityAug 2020 to Jan 2022
- City of South JordanAug 2019 to Aug 2020
- DowneastMay 2018 to Aug 2019
- Forever Young ShoesMay 2018 to Aug 2019
- Jl Sorensen Recreation CenterNov 2017 to Jan 2018
- High School StudentAug 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
Journey Retirement Planning and Investment Management, LLC
$187.3MAssets managed
637Clients
5Advisers
5 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
- 8148424
- Firm CRD
- 315237