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Terry Allen Balding

WISCONSIN WEALTH ADVISORS, LLC·SUN PRAIRIE, Wisconsin
SIE, Series 7, Series 24, Series 63CFP36 years registeredWISCONSIN WEALTH ADVISORS, LLC
1777 WEST MAIN STREET, SUN PRAIRIE, WI 53590CRD# 1024558Firm CRD# 145946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Allen Balding · SUN PRAIRIE, WI
Registration
CRD #1024558 · WISCONSIN WEALTH ADVISORS, LLC · 36 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: WISCONSIN WEALTH ADVISORS, LLC
WISCONSIN WEALTH ADVISORS, LLC
Feb 2016 – Apr 2021
SUN PRAIRIE, WI
WISCONSIN WEALTH ADVISORS, LLC
Jan 2008 – Feb 2016
SUN PRAIRIE, WI
HARBOUR INVESTMENTS, INC.
Mar 1990 – Dec 2017
SUN PRAIRIE, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · March 30, 1990
Years registered · 36
Professional designation · CFP
03

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WISCONSIN WEALTH ADVISORS, LLC
CRD 145946 · SEC 801-68648
AUM
$53M
Regulatory assets under management
Employees
4
176 client accounts
Services offered by WISCONSIN WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WISCONSIN WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Terry Allen Balding offer?
Terry Allen Balding specializes in Financial Planning, Investment Management.
What are Terry Allen Balding's credentials?
Terry Allen Balding holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Terry Allen Balding located?
Terry Allen Balding is based in SUN PRAIRIE, Wisconsin, last registered with WISCONSIN WEALTH ADVISORS, LLC.
How does Terry Allen Balding charge for services?
Terry Allen Balding'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 WISCONSIN WEALTH ADVISORS, LLC?
WISCONSIN WEALTH ADVISORS, LLC has approximately 4 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WISCONSIN WEALTH ADVISORS, LLC

Chris Allen Swenson
SUN PRAIRIE, WI

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