Terry L. Vandelinde

VIP PLANNERS

ROANOKE, VA 24016

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CRD#: 1146594

Professional summary

Terry Lee Vandelinde is a registered financial advisor currently at VIP PLANNERS, INC. located in Roanoke, Virginia.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Terry has worked at 3 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LICENSED AGENT FOR LIFE AND HEALTH INSURANCE. THESE DUTIES ACCOUNT FOR LESS THAN 10 HOURS PER WEEK AND ARE ALSO PERFORMED AT 1502 FRANKLIN RD., ROANOKE, VA. ALSO PERFORM MISCELLANEOUS FINANCIAL PLANNING WORK FOR APPROXIMATELY 5 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Lee Vandelinde's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 7, 1991 - Present

VIP PLANNERS, INC.

Office #1: 1502 Franklin Rd., Sw, Roanoke, VA 24016

RIA

CRD#: 111946

ROANOKE, VA

Past

March 16, 1991 - December 31, 2000

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

August 23, 1983 - March 13, 1991

G. R. PHELPS & CO., INC.

CRD#: 173

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIP PLANNERS, INC.

CRD#: 111946 / SEC#: 801-134197

RIA

Registered Investment Advisory firm - (9/9/2025 Approved)

North Carolina

Registered Investment Advisory firm - (11/24/2025 Terminated)

Texas

Registered Investment Advisory firm - (11/21/2025 Terminated)

Virginia

Registered Investment Advisory firm - (9/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(4/26/2024)

IAR

Virginia
(2/7/1991)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/23/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/5/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 10/30/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/22/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VIP PLANNERS, INC.

CRD#: 111946 / SEC#: 801-134197

RIA

Registered Investment Advisory firm - (9/9/2025 Approved)

North Carolina

Registered Investment Advisory firm - (11/24/2025 Terminated)

Texas

Registered Investment Advisory firm - (11/21/2025 Terminated)

Virginia

Registered Investment Advisory firm - (9/23/2025 Terminated)

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Contact information

Main Address

1502 Franklin Road, Sw, Roanoke, VA 24016

Mailing Address

Phone number

(540) 342-1895

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIP PLANNERS, INC. (8/28/2025)

Regulatory assets under management

Total Number of Accounts	388
AUM (Assets Under Management)	$ 104,539,393

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
02/28/2025	Cover Page	Report
09/13/2024	Cover Page	Report
09/13/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Terry L. Vandelinde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Lee Vandelinde's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURIAN FINANCIAL SERVICES, INC.

G. R. PHELPS & CO., INC.

Primary Firm SEC Registration

VIP PLANNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/1991

Series 63

Date: 12/5/1983

Series 22

Date: 10/30/1984

Series 6

Date: 8/22/1983

Current Firm

VIP PLANNERS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VIP PLANNERS, INC.

TRUST BUT VERIFY

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