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Terriann Kreder

LPL Financial LLC
24 Years of Experience
Saint Peters, MO
1 DisclosureBroker
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Terriann Kreder is a registered investment advisor at LPL Financial LLC, based in Saint Peters, MO, with 24 years of industry experience. Terriann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Saint Peters, MO

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 1999
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
April 2026 - Present · 6 mos
LPL Financial LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
LPL Financial LLCBroker
May 2024 - September 2025 · 1 yr 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2022 - April 2024 · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
November 2021 - January 2022 · 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2018 - December 2021 · 3 yrs 7 mos
Scottrade, INC.Broker
July 2014 - April 2018 · 3 yrs 9 mos
Edward JonesBroker
December 2001 - July 2014 · 12 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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