Terry Peschl & Associates, Inc.

Terry Peschl & Associates, Inc. (CRD# 117524) is a financial advisory firm headquartered in Watertown, SD. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SD, TX

Financial Advisors at Terry Peschl & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Amy P. Batta
CRD#: 2740237
719 West Kemp, P.o. Box 719, Watertown, SD 57201
93
Wealthminder
score

Amy Batta (CRD# 2740237) is an Investment Advisor Representative working at Terry Peschl & Associates, Inc. in Watertown, SD and has over 21 years of experience in the finance industry.

2
Thomas J. Batta
CRD#: 4948551
719 W. Kemp Ave., Watertown, SD 57201
93
Wealthminder
score

Thomas Batta (CRD# 4948551) is an Investment Advisor Representative working at Terry Peschl & Associates, Inc. in Watertown, SD and has over 11 years of experience in the finance industry.

3
Terry F. Peschl
CRD#: 1357058
719 West Kemp, P.o. Box 487, Watertown, SD 57201
93
Wealthminder
score

Terry Peschl (CRD# 1357058) is an Investment Advisor Representative working at Terry Peschl & Associates, Inc. in Watertown, SD and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.