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Terri Lee Hinrichs

Global Wealth Strategies AND Associates, LLC

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About Terri Lee Hinrichs

Terri Hinrichs is a financial advisor with Global Wealth Strategies and Associates, LLC. Terri has been working in the financial services industry since 1988 and has a broad range of experience. Terri is registered with the state of Colorado and holds the Series 6, Series 7 and Series 66 securities licenses. Terri is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).

Firm Information

Terri Hinrichs is currently registered with Global Wealth Strategies AND Associates, LLC. Global Wealth Strategies AND Associates, LLC is a Denver, CO-based registered investment advisor that provides financial planning, portfolio management, and consulting services to individuals, businesses, and business development companies. The firm manages approximately $290,545,583 in assets for 2,076 clients. They offer services including portfolio management for individuals, financial planning, and pension consulting.
Global Wealth Strategies AND Associates, LLC

3200 CHERRY CREEK SOUTH DRIVE

DENVER, CO 80209

$290.55M

Assets Under Management

2

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Terri Hinrichs’s Registration & Firm History

CO

06/07/2022 - Present

Global Wealth Strategies AND Associates, LLC (DENVER CO)

CO

06/24/1992 - 08/01/2007

AMERIPRISE FINANCIAL SERVICES, INC. (WESTMINSTER CO)

MN

06/24/1992 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

02/01/1990 - 04/05/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/01/1990 - 04/05/1991

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MO

08/09/1988 - 12/29/1989

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 01/12/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/27/1990

Series 7 - General Securities Representative Examination

BC

Issued 08/08/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terri Lee Hinrichs.
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