Teresa McAlpine, financial advisor Sheboygan WI
90 score

Teresa McAlpine

CRD Number: 6124665
Current Firm: Invest Financial Corporation

Teresa McAlpine (CRD# 6124665) is an Investment Advisor Representative working at Invest Financial Corporation in Sheboygan, WI and has over 3 years of experience in the finance industry.

Similar Advisors
Brian Ruh, financial advisor Sheboygan WI
Brian P. Ruh
CRD# 1970199
Eagle Strategies LLC
Score
98
Similar Advisors
Theodore Baszler, financial advisor Sheboygan WI
Theodore D. Baszler
CRD# 1793591
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Randall Binversie, financial advisor Sheboygan WI
Randall R. Binversie
CRD# 1531045
Cambridge Investment Research Advisors, Inc.
Score
96
Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Feb 2013 - Current 3
Edward Jones St Louis, MO Oct 2012 - Nov 2012 < 1
Arrow Electronics Brookfield, WI Sep 1999 - Aug 2012 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Teresa K. McAlpine
Phone Number: (813) 880-5300
Registered State(s):
  • MA
  • TX
  • WI
  • MN
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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

Ready to hire a financial advisor? Get competitive proposals from Teresa McAlpine and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.