Terri Osness, financial advisor Tempe AZ
96 score

Terri Osness

CRD Number: 1869837
Current Firm: Wells Fargo Advisors, LLC

Terri Osness (CRD# 1869837) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tempe, AZ and has over 25 years of experience in the finance industry. Terri Osness has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Tempe, AZ Jan 2011 - Current 5
Wells Fargo Investments, LLC Tempe, AZ Sep 2009 - Jan 2011 1
Southwest Grading Inc. Chandler, AZ Jul 1998 - Sep 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination May 1995
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Terri L. Osness
Phone Number: 314-875-3000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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