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Dale Robert Terwedo

TFS ADVISORS, LLC·EDMONDS, Washington
Clean recordTFS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dale Robert Terwedo is a registered financial advisor based in EDMONDS, Washington, affiliated with TFS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
TFS ADVISORS, LLC
TFS ADVISORS, LLC
AUM
$121M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TFS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1235948
Firm CRD# 167653
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at TFS ADVISORS, LLC

Aaron Matthew Terwedo
EDMONDS, WA

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Research
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