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Jason R

Series 63, Series 65

Lodi, WI

OSAIC

Jason Rasmussen is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. and Transamerica Financial Advisors, Inc. among other firms. Outside of advising, he is involved as an owner and operator of Kiddie Korner Inflatables, a bounce house rental business, and co-owner of Kiddie Korner of Lodi, a childcare center. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary asset allocation tools and third-party managed account platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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