Terry Heinrichs, financial advisor Madison WI

Terry Heinrichs

CRD Number: 1980656
Current Firm: Sanctuary Advisors, LLC

Terry Heinrichs (CRD# 1980656) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Madison, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Sanctuary Securities, Inc. Madison, WI Nov 2022 - Current 1
Sanctuary Advisors, LLC Madison, WI Nov 2022 - Current 1
Bank Of America, N.a. Madison, WI Oct 2009 - Nov 2022 13
Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison, WI Sep 1994 - Nov 2022 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Aug 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Terry J. Heinrichs
Phone Number: 317-975-7729
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    16,220
    MILLIONS
  • Total Number of Accounts
    38,933
    ACCOUNTS
  • Average Account Value
    $416,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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