Elizabeth Terri Mcguire
Professional Summary
Elizabeth Terri Mcguire, who also goes by Beth Duerk, Elizabeth Terri Duerk, Elizabeth Gempler, Elizabeth Mcguire, Beth Mcguire-gempler, was a registered financial advisor. Elizabeth was a previously registered financial professional and started their career in finance 1999 - 2017. Elizabeth had worked at 5 firms and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Beth Duerk, Elizabeth Terri Duerk, Elizabeth Gempler, Elizabeth Mcguire, Beth Mcguire-Gempler
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
BLOSSOM FINANCIAL SERVICES, INC. | MAPLE LAKE INVESTMENT MANAGEMENT, INC. | CLEVELAND HAUSWIRTH INVESTMENT MANAGEMENT, INC. | CLEVELAND HAUSWIRTH INVESTMENT MANAGEMENT | BLOSSOM HOLDINGS, INC | BLOSSOM FINANCIAL SERVICES, INC. DBA CLEVELAND HAUSWIRTH INVESTMENT MANAGEMENT
Contact Information
Main Address
220 E. Buffalo Street, Suite 301, Milwaukee, WI 53202Phone Number
(414) 431-6491Established
Wisconsin since 06/30/2004Firm Type
CorporationFiscal Year End
December# of Employees
2Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
129AUM (Assets Under Management)
$204,415,104Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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