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Terry Glen Bommer

Fiduciary Tactical Strategies, Inc.

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About Terry Glen Bommer

Terry Bommer is a financial advisor with over 30 years of experience in the industry. Terry is currently registered with Fiduciary Tactical Strategies, Inc. and previously worked with Cutter & Company, Inc., Arlington Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Terry has experience in a wide range of investment products and services, including portfolio management for individuals. Terry is dedicated to helping clients reach their financial goals.

Firm Information

Terry Bommer is currently registered with Fiduciary Tactical Strategies, Inc.. Fiduciary Tactical Strategies, Inc. is an investment advisor that provides portfolio management services for individuals and employs 2 investment advisor representatives. The firm manages approximately $10,750,266 in assets for 121 accounts, of which $10,750,266 are discretionary. The firm also offers market timing services.

$10.75M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Terry Bommer’s Registration & Firm History

MO

02/18/2021 - Present

Fiduciary Tactical Strategies, Inc. (CHESTERFIELD MO)

MO

01/07/2005 - 12/31/2015

CUTTER & COMPANY, INC. (BALLWIN MO)

MO

01/13/1992 - 12/31/2004

CUTTER & COMPANY, INC. (BALLWIN MO)

MO

04/18/1990 - 01/22/1992

ARLINGTON SECURITIES, INC. (ST. LOUIS MO)

NA

09/18/1986 - 10/31/1990

AMERICAN CAPITAL EQUITIES, INC.

NA

02/08/1980 - 09/12/1986

DEAN WITTER REYNOLDS INC.

NA

11/27/1978 - 03/04/1980

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 08/02/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/1983

Series 3 - National Commodity Futures Examination

BC

Issued 11/16/1981

Series 5 - Interest Rate Options Examination

BC

Issued 11/18/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terry Glen Bommer.
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