TC
Terry W. Curnes
CETERA INVESTMENT ADVISERS LLC
OMAHA, NE 68130
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CRD#: 1146716
TC
Professional summary
Terry Wayne Curnes is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Omaha, Nebraska and CETERA WEALTH SERVICES, LLC located in Omaha, Nebraska.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Terry has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6, Series 24 and Series 26 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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND LONG TERM CARE; 2. DBA: CURNES FINANCIAL GROUP (OWNER). 40 HOURS PER WEEK. OMAHA NE 68114. 3. NAME OF OTHER BUSINESS: MAIN STREET STUDIOS; INVESTMENT RELATED: NO; ADDRESS: 2610 N MAIN STREET, ELKHORN, NE 68022; NATURE OF BUSINESS: ART GALLERY; START DATE: 03/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: HELP OUT OCCASIONALLY ON ART PROJECTS; 4. NAME OF OTHER BUSINESS: TTMC LLC; INVESTMENT RELATED: NO; ADDRESS: 2610 N MAIN STREET, ELKHORN, NE 68022; NATURE OF BUSINESS: BUILDING OWNERSHIP; START DATE: 03/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: BUILDING REPAIRS WHEN NEEDED; 5. NAME OF OTHER BUSINESS: CORBY STREET VENTURES INVESTMENT RELATED: NO; ADDRESS: 20515 CORBY ST, OMAHA, NE 68022; NATURE OF BUSINESS: REAL ESTATE RENOVATION; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: OWNER OF PROPERTY - OVERSEES THE REHABILITATION OF THE PROPERTY; 6. NAME OF OTHER BUSINESS: CFG ADVISORS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: OWNER/ FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: CURNES FINANCIAL GROUP, INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 02/1972, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: TAX REPORTING ENTITY;
CRS (Client Relationship Summary) - RIA
Click below to view Terry Wayne Curnes's 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®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 16820 Frances St Ste 205, Omaha, NE 68130RIA
CRD#: 105644
OMAHA, NE
Current
June 14, 1991 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9900 Nicholas St Ste 360, Omaha, NE 68114BD
CRD#: 13572
Omaha, NE
Past
July 31, 1997 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
August 1, 1983 - July 16, 1991
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/1/2000)
RR
Arkansas(4/19/2010)
RR
California(3/31/2008)
RR
Colorado(6/14/1991)
RR
Connecticut(1/4/2017)
RR
Delaware(8/22/2019)
RR
Florida(8/26/2004)
RR
Georgia(9/27/2006)
RR
Illinois(8/21/2006)
RR
Indiana(11/25/2014)
RR
Iowa(6/14/1991)
RR
Kansas(11/29/1999)
RR
Kentucky(1/3/2006)
RR
Maryland(4/28/2009)
RR
Massachusetts(12/4/2014)
RR
Michigan(3/9/2006)
RR
Minnesota(11/26/1996)
RR
Missouri(1/29/2007)
RR
Montana(9/27/2022)
RR
Nebraska(6/14/1991)
IAR
Nebraska(6/29/2023)
RR
Nevada(9/6/2006)
RR
New Mexico(9/9/2010)
RR
New York(7/21/2006)
RR
North Carolina(6/11/2018)
RR
North Dakota(2/13/2012)
RR
Ohio(1/5/2007)
RR
Oklahoma(5/17/2013)
RR
Oregon(5/26/2011)
RR
Pennsylvania(4/3/2014)
RR
Rhode Island(5/10/2023)
RR
South Carolina(12/13/2010)
RR
South Dakota(1/4/2007)
RR
Tennessee(3/16/2022)
RR
Texas(4/3/2012)
IAR
Texas(6/29/2023)
RR
Utah(1/25/2010)
RR
Virginia(1/4/2007)
RR
Wisconsin(2/8/2007)
RR
Wyoming(9/7/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Omaha, NE 68130TRUST BUT VERIFY
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