Makenna Rasmussen has been an investment adviser representative at Journey Retirement Planning and Investment Management since August 2025, and is not listed among the firm’s executive officers or direct owners. Makenna Rasmussen holds an Associate's degree in Business Management from Utah Valley University.
Journey Retirement Planning and Investment Management, LLC is an Ammon, ID firm with $187M under management, 637 clients and 5 advisers in one office, as of its June 2026 filing.
Makenna Rasmussen is Advisor of Journey Financial Services. She has over four years of experience in the financial services industry. She specializes in building personalized investment strategies, creating sustainable retirement income plans and identifying tax-efficient opportunities.
- – present · 1 yearAmmon, ID · Adviser representative · Firm CRD 315237
Investment adviser representative registrations
Makenna Rasmussen is registered as an investment adviser representative in Idaho, since August 2025.
- IdahoSince 21 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8148424
- Firm
- Journey Retirement Planning and Investment Management · CRD 315237
- Office
- 3040 E 17TH STREET, SUITE 2, Ammon, ID 83406
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- journeyretirement.com
Where does Makenna Rasmussen work?
Makenna Rasmussen is an investment adviser representative registered through Journey Retirement Planning and Investment Management, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Makenna Rasmussen a financial advisor?
Yes. Makenna Rasmussen has a current investment-adviser registration in Idaho, through Journey Retirement Planning and Investment Management since August 2025.
How many years of experience does Makenna Rasmussen have?
Makenna Rasmussen has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Makenna Rasmussen passed?
Makenna Rasmussen passed the Series 65 in July 2025.
Where is Makenna Rasmussen based?
Makenna Rasmussen’s registered office is in Ammon, ID.
Is Makenna Rasmussen registered with FINRA?
No. Makenna Rasmussen has no current broker registration.
How can I verify Makenna Rasmussen’s record?
Search CRD 8148424 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Makenna Rasmussen’s full registration record.