Terrance Sonnenfeld
Terrance Sonnenfeld is a registered investment advisor at Cetera Investment Advisers LLC, based in Winona, MN, with 33 years of industry experience. Terrance 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
902 E 2nd St Ste 150, Winona, MN, 55987
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Terrance sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also the owner/president of Sonnenfeld Financial, Inc. DBA The SFI Group, spending full-time as a financial advisor and selling securities and insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Woodbury Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.