Trisha Tetzlaff, financial advisor De Pere WI
93 score

Trisha Tetzlaff

CRD Number: 5335769
Current Firm: Transamerica Financial Advisors, Inc.

Trisha Tetzlaff (CRD# 5335769) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in De Pere, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tetzlaff Family Foundation Kaukauna, WI Dec 2015 - Current 1
Trisha Tetzlaff, LLC Kaukauna, WI Sep 2014 - Current 2
Transamerica Financial Advisors, Inc. De Pere, WI Jan 2012 - Current 4
Wrightstown School District Wrightstown, WI May 2008 - Current 8
Girl Scouts Of Northwestern Great Lakes Appleton, WI Aug 2007 - Current 9
World Financial Group, Inc. De Pere, WI Dec 2006 - Current 10
Investment Advisors International Inc. Madison, WI Aug 2008 - Jan 2012 3
World Group Securities, Inc. Madison, WI May 2007 - Jan 2012 4
Appleton Area School District Appleton, WI Sep 1995 - May 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Trisha S. Tetzlaff
Phone Number: 727-299-1800
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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