Unclaimed Profile

Dale Robert Terwedo

TFS ADVISORS, LLC·EDMONDS, Washington

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65CFP ChFCClean record24 years registeredTFS ADVISORS, LLC

100 2ND AVE S., EDMONDS, WA 98020CRD# 1235948Firm CRD# 167653

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dale Robert Terwedo · EDMONDS, WA

Registration

CRD #1235948 · TFS ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

TFS ADVISORS, LLC

Aug 2013 – present

FSC SECURITIES CORPORATION

Jan 2002 – Dec 2021

EDMONDS, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · January 14, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TFS ADVISORS, LLC

CRD 167653 · SEC 801-121268

AUM

$121M

Regulatory assets under management

Employees

388 client accounts

Services offered by TFS ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TFS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Dale Robert Terwedo offer?

Dale Robert Terwedo specializes in Financial Planning, Investment Management. Contact their office in EDMONDS, Washington for a consultation.

What are Dale Robert Terwedo's credentials?

Dale Robert Terwedo holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dale Robert Terwedo located?

Dale Robert Terwedo is based in EDMONDS, Washington, working with TFS ADVISORS, LLC. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.

How does Dale Robert Terwedo charge for services?

Dale Robert Terwedo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TFS ADVISORS, LLC?

TFS ADVISORS, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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