Teryn Lau (CRD# 7326671) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Stevens Point, WI and has 1 year of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 2315435
Thrivent Investment Management Inc.
CRD# 4290200
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, LLC | Stevens Point, WI | Sep 2022 - Current | 1 |
| University Of Wisconsin Stevens Point | Stevens Point, WI | Sep 2020 - Dec 2022 | 2 |
| Northwestern Mutual | Marshfield, WI | Jan 2021 - Sep 2022 | 1 |
| Merle Norman & Day Spa Boutique | Marshfield, WI | Jan 2014 - Dec 2021 | 7 |
| Mueller Local | Marshfield, WI | Jul 2020 - Jan 2021 | < 1 |
| University Of Wisconsin Oshkosh | Oshkosh, WI | Sep 2019 - May 2020 | < 1 |
| Auburndale Middle/high School | Auburndale, WI | Apr 2013 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
| S63 | Uniform Securities State Law Examination | Nov 2023 |
- WI
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Total Assets Under Management7,978MILLIONS
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Total Number of Accounts19,942ACCOUNTS
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Average Account Value$400,050
- 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
- 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
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, WY
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