Brice Terbeest, financial advisor Markesan WI
88 score

Brice Terbeest

CRD Number: 6222441
Current Firm: Woodbury Financial Services, Inc.

Brice Terbeest (CRD# 6222441) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Markesan, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services, Inc. Markesan, WI May 2014 - Current 2
Ripon College Ripon, WI Aug 2010 - May 2014 3
Landmark Services Coop Markesan, WI Jun 2010 - Aug 2013 3
Markesan District Schools Markesan, WI Aug 2000 - Jun 2010 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Brice M. Terbeest
Phone Number: 800-800-2638
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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