Terry Curnes
Terry Curnes is a registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 42 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9900 Nicholas St Ste 360, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terry sells fixed insurance, including life and long-term care, dedicating minimal time to it. Terry also owns Curnes Financial Group (full-time), Main Street Studios (a few hours per week), TTMC LLC (a few hours per week), Corby Street Ventures (minimal time), CFG Advisors (full-time), and Curnes Financial Group, Inc. (minimal time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Mutual Benefit Financial Service CompanyBroker
State Registrations38 states
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