Aaron Terwedo (CRD# 6163090) is an Investment Advisor Representative working at Tfs Advisors, LLC in Edmonds, WA and has over 7 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tfs Advisors, LLC | Edmonds, WA | Jan 2023 - Current | 1 |
| Tfs Advisors, LLC | Edmonds, WA | Sep 2017 - Current | 6 |
| Tfs Advisors, LLC | Edmonds, WA | Sep 2017 - Current | 6 |
| Tfs Advisors, LLC | Edmonds, WA | Jan 2015 - Current | 9 |
| Fsc Securities | Edmonds, WA | Jul 2014 - Dec 2021 | 7 |
| Terwedo Financial Services | Edmonds, WA | Dec 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Apr 2017 |
- AZ
- TX
- WA
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts388ACCOUNTS
-
Average Account Value$312,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, TX, WA
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