Terri L. Kontney
Professional summary
Terri Lynn Kontney, CFP®, who also goes by Terri Lynn Straight, is a registered financial advisor currently at MFG WEALTH MANAGEMENT, INC. located in Indianapolis, Indiana.
Terri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Terri has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terri Lynn Kontney's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
May 21, 2003 - Present
MFG WEALTH MANAGEMENT, INC.
Office #1: 6920 South East Street, Indianapolis, IN 46227October 31, 2008 - December 3, 2013
OSAIC SERVICES, INC.
October 1, 2002 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
July 25, 2001 - May 3, 2004
AMERICAN GENERAL SECURITIES INCORPORATED
August 29, 1997 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
Primary Firm SEC Registration
MFG WEALTH MANAGEMENT, INC.
CRD#: 125963 / SEC#: 801-132898
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/5/2003)
(5/21/2003)
Exams
Current Firm
MFG WEALTH MANAGEMENT, INC.
CRD#: 125963 / SEC#: 801-132898
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 755 |
| AUM (Assets Under Management) | $ 111,823,019 |
Red Flags
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