Janelle Thompson, financial advisor Wausau WI

Janelle Thompson

CRD Number: 6338173
Current Firm: Terra Wealth

Janelle Thompson (CRD# 6338173) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Terra Wealth Management, LLC Wausau, WI Sep 2022 - Current 1
Thompson Financial Group Wausau, WI May 2018 - Sep 2022 4
Pfs Investments Inc. Wausau, WI Jul 2017 - Sep 2022 5
Primerica Life Duluth, GA Jan 2013 - Sep 2022 9
Primerica Financial Services Wausau, WI Apr 1990 - Sep 2022 32
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
S63 Uniform Securities State Law Examination Aug 2017
Contact Info for Janelle Thompson
Phone Number: 855-708-3772
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    1,648
    ACCOUNTS
  • Average Account Value
    $101,550
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI

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