TR
Terry E. Rehfeldt
CETERA INVESTMENT ADVISERS LLC
BRADENTON, FL 34205
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CRD#: 3144053
TR
Professional summary
Terry Eugene Rehfeldt is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bradenton, Florida and CETERA FINANCIAL SPECIALISTS LLC located in Bradenton, Florida.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Terry has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 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.
1) NAME OF OTHER BUSINESS: THE REHFELDT GROUP ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: CPA ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX AND ACCOUNTING. POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS ; 2)MANATE COUNTY HUNDRED CLUB; BRADENTON, FL; NOT INV REL; NON-PROFIT ORG THAT SUPPORTS LAW ENFORCEMENT; MEMBER SINCE 8/09; 1 H/WK; VOLUNTEER POSITION, HELP ORGANIZE PICNIC & BANQUET, ATTEND MTGS: 3) REHFELDT & SONS, LLC; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; REAL ESTATE RENTAL; START 9/2012; OWNER 4) NAME OF OTHER BUSINESS: FIRST SOUTHERN BANK ; INVESTMENT RELATED: NO ; ADDRESS: 6365 HIGHWAY 84, PATTERSON GA 31557 NATURE OF BUSINESS: BANKING INSTITUTE ; START DATE: 07/2019 ; POSITION/TITLE/RELATIONSHIP: DIRECTOR ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER OF BANK; 5) NAME OF OTHER BUSINESS: REHFELDT WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Terry Eugene Rehfeldt'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
November 14, 2005 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3201 26th St W, Bradenton, FL 34205RIA
CRD#: 105644
BRADENTON, FL
Current
January 24, 2002 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 3201 26th Street West, Bradenton, FL 34205BD
CRD#: 10358
Bradenton, FL
Past
December 3, 1998 - February 1, 2002
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
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
Alabama(9/8/2025)
RR
Alaska(1/2/2025)
RR
California(3/6/2018)
RR
Colorado(9/16/2025)
RR
District of Columbia(9/16/2025)
RR
Florida(1/24/2002)
IAR
Florida(11/14/2005)
RR
Georgia(1/24/2002)
RR
Illinois(9/8/2023)
RR
Indiana(8/3/2016)
RR
Kansas(8/25/2025)
RR
Louisiana(9/16/2025)
RR
Maryland(7/30/2004)
RR
Michigan(2/15/2008)
RR
Minnesota(8/22/2011)
RR
Nevada(8/9/2016)
RR
New York(2/2/2016)
RR
North Carolina(12/1/2023)
RR
Oklahoma(9/11/2025)
RR
Oregon(11/5/2020)
RR
Pennsylvania(8/2/2024)
RR
South Carolina(9/16/2025)
RR
Tennessee(5/6/2019)
RR
Texas(7/18/2025)
IAR
Texas(7/18/2025)
RR
Virginia(9/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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.
