Investment Answers (CRD# 168119) is a financial advisory firm headquartered in Louisville, KY. They manage $21,315,000 in 265 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts265ACCOUNTS
Average Account Value$80,434
- 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
Richard Terlau (CRD# 5427858) is an Investment Advisor Representative working at Investment Answers in Louisville, KY and has over 10 years of experience in the finance industry. Richard Terlau 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.