Therese Rasmussen

Therese Rasmussen helps Schechter maintain its reputation with clients and insurance carriers alike by ensuring that the underwriting process proceeds smoothly. She reviews our clients’ medical records and exam results, determines an appropriate selection of carriers to meet the clients’ needs and negotiates with the selected carriers to obtain favorable results. Therese has over 35 years of experience working with and maintaining strong and understanding relationships with the clients.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS

Our Team

Therese Rasmussen