Terrill JannsenCRD Number: 3120858
Current Firm: 1st Global Advisors Inc.
Terrill Jannsen (CRD# 3120858) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Waukesha, WI and has over 17 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Jannsen Wealth Management, Inc.||Waukesha, WI||Sep 2015 - Current||1|
|1st Global Insurance Services||Waukesha, WI||Mar 2005 - Current||11|
|1st Global Advisors, Inc.||Waukesha, WI||Mar 1999 - Current||17|
|1st Global Capital Corp.||Waukesha, WI||Sep 1998 - Current||18|
|Jannsen & Company, S.c.||Waukesha, WI||Jun 1989 - Sep 2015||26|
|Jannsen Wealth Management, S.c.||Waukesha, WI||Jul 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 1998|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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