TH
CFP
TH
CFP

Teri Hirt

11 Years of Experience
Germantown, TN
BrokerSells Insurance

Teri Hirt is a CFP-designated registered investment advisor, based in Germantown, TN, with 11 years of industry experience.

Location

2176 West St, Ste 100, Germantown, TN, 38138

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Teri volunteers as a board member for Thrive Memphis and FPA Greater Memphis, and owns Hirt Investments LLC, a rental property business. Teri also works as an agent/broker for Shoemaker Financial selling fixed insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
October 2014 - August 2023 · 8 yrs 10 mos
Securian Financial Services, INC.Broker
May 2014 - August 2023 · 9 yrs 3 mos
State Registrations19 states
ALARAZCACODCFLGAIALAMIMSNMNVSCTNTXUTWA
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.