Teri Eddy
Teri Eddy is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 23 years of industry experience. Teri 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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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
Teri is a financial advisor at KMWF Financial Services, LLC and is involved in other business activities including owning an automatic carwash, being a shareholder in a housing development, co-owning farmland, and selling equity indexed annuities. These activities take minimal time outside of her financial advisor role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Honkamp Krueger Financial Services INC
Proequities, INC.Broker
State Registrations18 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.