Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrie? Claim Your ProfileTerrie Amundson is a financial advisor with over 25 years of experience in the industry. Terrie is a Certified Financial Planner™ and is currently registered with Avantax Advisory Services. Terrie has experience working with individuals, families, and businesses to create and implement financial plans that meet their specific needs. Prior to joining Avantax Advisory Services, Terrie worked with Wells Fargo Clearing Services, LLC and Associated Investment Services, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
11/01/2024 - Present
Avantax Advisory Services (Maple Grove MN)
MN
01/04/2013 - 10/09/2019
WELLS FARGO CLEARING SERVICES, LLC (EAGAN MN)
MN
07/03/2006 - 01/07/2013
ASSOCIATED INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
07/09/2001 - 07/17/2006
WOODBURY FINANCIAL SERVICES, INC. (ROCHESTER MN)
FL
02/25/1998 - 12/07/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
02/08/1996 - 03/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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