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Thomas Joseph Terhaar

Conrad Siegel Investment Advisors

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About Thomas Joseph Terhaar

Thomas Terhaar is a financial advisor with over 30 years of experience in the financial services industry. Thomas has worked with Conrad Siegel Investment Advisors since 2014. Prior to joining Conrad Siegel Investment Advisors, Thomas worked at PNC INVESTMENTS, WELLS FARGO ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Thomas holds the following licenses: Series 63, Series 65, Series 7, and SIE. Thomas is also a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Thomas Terhaar is currently registered with Conrad Siegel Investment Advisors. Conrad Siegel Investment Advisors, based in Harrisburg, Pennsylvania, is an investment advisory firm with over 20 investment adviser representatives. They offer a variety of services including financial planning, portfolio management for businesses and individuals, and 401(k) participant consulting and educational services. The firm manages over $9 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Conrad Siegel Investment Advisors

501 CORPORATE CIRCLE

HARRISBURG, PA 17110

$9.04B

Assets Under Management

Not reported

Total Clients

21

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401(k) participant consulting and educational services

401(k) participant consulting and educational services

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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Thomas Terhaar’s Registration & Firm History

PA

12/04/2014 - Present

Conrad Siegel Investment Advisors (HARRISBURG PA)

PA

12/22/2011 - 11/11/2014

PNC INVESTMENTS (CAMP HILL PA)

PA

03/08/2004 - 05/23/2011

WELLS FARGO ADVISORS, LLC (CAMP HILL PA)

NY

02/08/1994 - 03/02/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/24/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2014

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Joseph Terhaar.
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