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 24 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.

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
104 Unity Street
Bellingham, WA 98225
  • (360) 714-2557

Email Me

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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