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Teresa Lynn Crosier

W.g. Nielsen & Co.

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About Teresa Lynn Crosier

Teresa Lynn Crosier is a financial professional with over 30 years of experience in the industry. Teresa currently works at W.g. Nielsen & Co. in Denver, CO. Previously, Teresa worked at Wells Fargo Securities, LLC, Wells Fargo Brokerage Services, L.L.C., and Kirkpatrick, Pettis, Smith, Polian Inc. Teresa is licensed to conduct business in Colorado.

Firm Information

Teresa Crosier is currently registered with W.g. Nielsen & Co.. W.g. Nielsen & Co. is a Corporation formed on March 12, 1996 and approved to operate in Colorado. The firm has one approved SEC registration and one approved state registration.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Teresa Crosier’s Registration & Firm History

CO

01/24/2018 - Present

W.g. Nielsen & Co. (DENVER CO)

CO

11/06/2009 - 09/05/2017

WELLS FARGO SECURITIES, LLC (DENVER CO)

CO

12/19/2000 - 11/06/2009

WELLS FARGO BROKERAGE SERVICES, L.L.C. (DENVER CO)

CO

07/16/1997 - 11/28/2000

W.G. NIELSEN & CO. (DENVER CO)

NE

03/12/1991 - 07/15/1997

KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)

NA

03/04/1991 - 03/08/1991

UBC INVESTMENT CORPORATION

NA

10/25/1989 - 01/09/1990

UBC INVESTMENT CORPORATION

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Licenses & Designations

BC

Issued 03/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/02/2023

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 08/06/1998

Series 27 - Financial and Operations Principal Examination

BC

Issued 07/30/1991

Series 24 - General Securities Principal Examination

BC

Issued 11/07/1989

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Teresa Lynn Crosier.
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