Terry Rehfeldt
Terry Rehfeldt is a registered investment advisor at Cetera Investment Advisers LLC, based in Bradenton, FL, with 27 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
3201 26th St W, Bradenton, FL, 34205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Terry is a CPA at The Rehfeldt Group, providing tax and accounting services, and has power of attorney for IRS and other tax matters, dedicating a full-time commitment to this role. Terry is also involved in various other activities, including real estate rental, serving as a trustee for client trusts, and acting as a director for First Southern Bank, and owns Rehfeldt Financial Advisors.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
H.D. Vest Investment ServicesBroker
State Registrations20 states
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