Theresa A. Kurtenbach
Professional summary
Theresa Ann Kurtenbach, who also goes by Terri Kresl, Theresa Ann Kresl, Terri Kurtenbach, is a registered financial advisor currently at FINANCIAL SOLUTION ADVISORS CORP. located in Centennial, Colorado.
Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Theresa has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Theresa Ann Kurtenbach's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 28, 2002 - Present
FINANCIAL SOLUTION ADVISORS CORP.
November 29, 2013 - December 22, 2014
KARSTEN ADVISORS
November 4, 2013 - December 26, 2014
TRIAD ADVISORS LLC
December 3, 2010 - November 12, 2013
WRP INVESTMENTS, INC.
June 5, 2002 - December 7, 2010
OMNIVEST, INC.
August 30, 2001 - June 20, 2002
SII INVESTMENTS, INC.
July 9, 2001 - June 20, 2002
SII INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/28/2002)
Exams
Current Firm
FINANCIAL SOLUTION ADVISORS CORP.
CRD#: 121647 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 3,109,351 |
Red Flags
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