Teresa Mcalpine
Teresa Mcalpine is a registered investment advisor at Threshold Compass Strategies, INC., based in Sheboygan, WI, with 13 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing financial planning services are offered for a flat annual fee ranging from $300 to $2,000. This includes portfolio monitoring, access to educational resources, regular meetings, written recommendations, and phone/email access for questions. Services may include budgeting, retirement income planning, legacy planning, debt consolidation, goal planning, employer benefits review, and insurance needs analysis.
- Full Financial Plan: A complete evaluation of your current and future financial state, including cash flow projections, asset valuation, and withdrawal plans.
- Consultation Services: Assistance with individual financial topics, tailored to your specific needs.
Fees:
- Hourly: $300 - $500 per hour
- Fixed: $1,800 - $4,500
Location
1407 N 8th St Ste 204, Sheboygan, WI, 53081
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Other Business Activities
Teresa operates under the DBA Wisconsin Advisors LLC for her LPL business, dedicating full-time hours to it. She is also an author of a book called Financial Wealthstyle Archetypes, spending a few hours per week on this endeavor.
Employment History
Current Registrations
Threshold Compass Strategies, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations3 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.