AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SR

Steven A. Rasmussen

Some features on this profile are disabled
CRD#: 1132918
SR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Albert Rasmussen was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1983. Steven had worked at 8 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 27, 2011 - April 5, 2012

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
SALT LAKE CITY, UT
Past

March 10, 2011 - April 5, 2012

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
SALT LAKE CITY, UT
Past

November 2, 2009 - January 31, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SALT LAKE CITY, UT
Past

October 30, 2009 - January 31, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SALT LAKE CITY, UT
Past

October 15, 2007 - September 29, 2009

INSPHERE SECURITIES, INC.

RIA
CRD#: 136433
MIDVALE, UT
Past

September 5, 2007 - September 29, 2009

INSPHERE SECURITIES, INC.

BD
CRD#: 136433
MIDVALE, UT
Past

September 27, 2001 - December 31, 2005

THE LEADERS GROUP, INC.

BD
CRD#: 37157
LITTLETON, CO
Past

April 12, 2000 - October 7, 2004

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HORSHAM, PA
Past

August 20, 1997 - January 7, 2000

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

October 2, 1991 - August 25, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

December 12, 1986 - June 5, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 6, 1983 - December 21, 1987

FPI SECURITIES, INC.

BD
CRD#: 10280

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031 / SEC#: 801-56151, 8-14715

RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/17/2007
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031 / SEC#: 801-56151, 8-14715

RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

HTK ADVISORY SERVICES DISCLOSURE BROCHURE - ADV PART 2A (8/12/2025)

Direct owners and executive officers


NamePositionCRD#
1847 FINANCIAL LLCSHAREHOLDER
GUNZENHAUSER, RADFORD MICHAELFINOP7253452
HUCKERBY, KEITH GORDONMANAGER2641591
MASON, ANN-MARIECHIEF LEGAL OFFICER AND SECRETARY7145020
MULLER, NIKI LEEPRINCIPAL OPERATIONS OFFICER7364066
NAGENGAST, HEATHER JILLPRESIDENT, MANAGER5300554
O'MALLEY, DAVID MICHAELCHAIRMAN AND MANAGER4468593
ROBINSON, VICTORIA MARIECHIEF COMPLIANCE OFFICER, MANAGER4556827
WYANT, JUSTINMANAGER8146157

Regulatory assets under management


Total Number of Accounts31,522
AUM (Assets Under Management)$ 7,753,847,039

Disclosures


Regulatory Event11
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

TRUST BUT VERIFY

Monitor Steven Rasmussen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics