Terrence Edward Herr
CFP®, CLU®Professional Summary
Terrence Edward Herr, CFP®, CLU®, who also goes by Terry Herr, is a registered financial advisor currently at HERR CAPITAL MANAGEMENT LLC located in Chicago, Illinois. Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Terrence has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Life Transitions
- Retirement Income Management
- Retirement Planning
- Investment Planning
- Estate Planning
- Employee and Employer Plan Benefits
- Social Security Planning
- Inheritance
- Tax Planning
- Small Business Planning
- Insurance Planning
- Comprehensive Financial Planning
Other Aliases
Terry Herr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
HERR CAPITAL MANAGEMENT LLC
Contact Information
Main Address
10231 S. Western Avenue Suite 1a, Chicago, IL 60643Phone Number
(312) 697-1600# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
333AUM (Assets Under Management)
$79,256,752Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/6/2000)
(9/20/2012)
(9/16/2022)
(4/4/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Terrence Edward Herr's CRS (Customer Relationship Summary).
Services Offered by Terrence
- Life Transitions
- Retirement Income Management
- Retirement Planning
- Investment Planning
- Estate Planning
- Employee and Employer Plan Benefits
- Social Security Planning
- Inheritance
- Tax Planning
- Small Business Planning
- Insurance Planning
- Comprehensive Financial Planning
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