Terrie Amundson is a CFP-designated registered investment advisor, based in Inver Grove Heights, MN, with 29 years of industry experience.
Location
5754 Blackshire Path, Inver Grove Heights, MN, 55076
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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
Terrie is an insurance agent for Avantax Insurance, spending minimal time selling approved insurance products. She also owns The Heights Financial LLC, providing tax and financial planning, as well as investment guidance, taking nearly full-time hours, and is affiliated with MFG Financial Advisors as a Certified Financial Planner, taking about a quarter of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Associated Investment Services, INC.Broker
Woodbury Financial Services, INC.Broker
Intersecurities, INC.Broker
Aegon USA Securities INC.Broker
State Registrations1 state
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.