Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Tod Asmussen

First Vice President–Wealth Management

Tod has over 28 years experience in the financial services industry. He holds a Bachelor of Science Degree in General Science (Pre-Med) from the University of Iowa & went on to obtain a Masters Degree in Management from Troy State University. He has a broad background in investment services from managing Corporate Accounts, 401(k)'s, Corporate Cash Management to assisting high net-worth individuals with retirement & estate planning. He is an active member in the community and works with many non-profit organizations. He is married with three children & enjoys spending time with his family.

California Insurance License Number 0B49939

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • ID
  • MA
  • MI
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • WA
  • WV

Education

  • Master of Science in Management, Troy State University
  • BS in General Science (Pre-Med), University of Iowa

Credentials

  • Chartered Retirement Plans Specialist
925 Fourth Avenue
31 & 32 Floor
Seattle, WA 98104
  • (360) 714-2557

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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