Terri Buechner, financial advisor San Diego CA

Terri Buechner

CRD Number: 6290632
Current Firm: Independent Financial Group, LLC

Terri Buechner (CRD# 6290632) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group Mcfarland, WI May 2021 - Current < 1
Zoe Yoga LLC Middleton, WI Dec 2008 - Current 12
Cambridge Investment Research, Inc. Fairfield, IA Nov 2018 - May 2021 2
Cambridge Investment Research Inc. Fairfield, IA Apr 2016 - May 2021 5
Lpl Financial LLC Middleton, WI Jan 2014 - Aug 2015 1
Anchorbank Fsb Madison, WI Oct 1982 - Aug 2015 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Terri Z. Buechner
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,919
    MILLIONS
  • Total Number of Accounts
    21,547
    ACCOUNTS
  • Average Account Value
    $274,703
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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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