About Nick Rasmussen
You want a professional with financial expertise to help you make wise decisions as it relates to your money. Nick and the Wellspring team can give that to you. People enjoy working with us to have more clarity and confidence with their money and making the most of their resources. Our team brings many years of experience, knowledge and wisdom to help you reach your goals and allow you to have a great customer experience. Nick brings 22 years of financial services experience and has the CERTIFIED FINANCIAL PLANNER™ professional designation with a passion for providing custom retirement and financial planning. He and his family live in the area and attend Eagle Brook Church in White Bear Lake. Away from the office he enjoys spending time with family and friends, traveling, entertaining, and anything outdoors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Education & Accomplishments
- Member of the Financial Planning Association
- Bachelor's Degree in Banking & Finance/Business Management
- FINRA Series 7 License
- FINRA Series 63 & 65 License
- Life, Accident, & Health Insurance License
Meet My Team
Wellspring Advisor Group
My role as a licensed Practice Support Associate is to assist with any transactions and answer product or account questions. When not in the office, you can find me training for my next marathon, trying out a new recipe, or working on all kinds of crafts.
Practice Support Associate
- (651) 243-7139
At the Wellspring Advisor Group, I assist with general office operations and help facilitate relationships and information with Financial Planning clients. I enjoy working with team members and clients to enhance their experience and get the most out of their meeting times with their advisor.
When not in the office, you may find me shuffling our two kiddos to practices or play dates, or at our family cabin, visiting my parents in Arizona during the winter, or exploring National Parks while camping.
Director of Financial Planning Operations
- (651) 760-4282
My role on the Wellspring Advisor Group team is to help manage the office and schedule client appointments. My husband and I live nearby and I enjoy reading, going for walks, visiting our son in Tulsa, Oklahoma and traveling!
- (651) 243-7139