Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Allan Claus is a financial advisor with over 30 years of experience in the industry. Terry is currently registered with Robert W. Baird & Co. Inc. and specializes in providing a variety of financial services. Terry has experience working with individual investors, families, businesses, and institutions. In addition to traditional investment management, Terry also provides financial planning and other wealth management services.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
AZ
08/27/2002 - Present
Robert W. Baird & Co. Inc. (SCOTTSDALE AZ)
MN
01/01/2001 - 08/23/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
01/03/1997 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
10/03/1994 - 01/03/1997
JURAN & MOODY, INC. (ST. PAUL MN)
MN
06/12/1989 - 10/03/1994
PARK INVESTMENT CORPORATION (MINNEAPOLIS MN)
NA
01/31/1989 - 05/30/1989
ASKAR CORP.
NA
08/12/1988 - 02/08/1989
FSC SECURITIES CORPORATION
NA
07/27/1988 - 08/29/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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