Kerst P. Ter Weele

BOOKENDS FINANCIAL PLANNING

Rixeyville, VA

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CRD#: 4625981

Professional summary

Kerst Philippe Ter Weele is a registered financial advisor currently at BOOKENDS FINANCIAL PLANNING located in Rixeyville, Virginia.

Kerst is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kerst has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 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) 10/19/2007: NO BUSINESS NAME - CATTLE BUSINESS - 1% OF TIME SPENT - PURCHASE CATTLE WITH A LOCAL FARMER (2) 06/02/2011: NO BUSINESS NAME - NOT INV REL - FARM - NO TIME SPENT - PARTNER (3) 04/29/2015: CARACOLE LLC - INV REL - REAL ESTATE RENTAL - START 02/01/2015 - NO TIME SPENT - PASSIVE CO-OWNER (4) 09/21/2023: WETZEL INVESTMENT ADVISORS, INC. (dba BOOKENDS FINANCIAL PLANNING) - INDEPENDENT CONTRACTOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerst Philippe Ter Weele's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 22, 2023 - Present

BOOKENDS FINANCIAL PLANNING

RIA

CRD#: 305301

Rixeyville, VA

Past

October 25, 2007 - September 26, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

RIXEYVILLE, VA

Past

October 24, 2007 - September 26, 2023

LPL FINANCIAL LLC

CRD#: 6413

RIXEYVILLE, VA

Past

May 8, 2006 - October 23, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

April 28, 2006 - October 23, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WASHINGTON, DC

Past

July 30, 2003 - May 4, 2006

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

WASHINGTON , DC

Past

March 10, 2003 - May 4, 2006

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

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".

BOOKENDS FINANCIAL PLANNING

BOOKENDS FINANCIAL PLANNING | WETZEL INVESTMENT ADVISORS, INC.

CRD#: 305301 / SEC#: 801-117718

RIA

Registered Investment Advisory firm - (1/2/2020 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.

Highlighted states indicate IAR registrations

IAR

Virginia
(9/22/2023)

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

State Security Law Exam

IAR

Series 66

Date: 3/25/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/6/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/5/2008

General Securities Principal Examination

Current Firm

BOOKENDS FINANCIAL PLANNING

BOOKENDS FINANCIAL PLANNING | WETZEL INVESTMENT ADVISORS, INC.

CRD#: 305301 / SEC#: 801-117718

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

7320 Us 31 S, Indianapolis, IN 46227

Mailing Address

Phone number

(317) 859-2502

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A: FIRM BROCHURE (6/10/2025)

Regulatory assets under management

Total Number of Accounts	1,304
AUM (Assets Under Management)	$ 288,955,121

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.

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Kerst P. Ter Weele

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerst Philippe Ter Weele's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

BOOKENDS FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 66

Date: 3/25/2003

SIE

Date: 10/1/2018

Series 7

Date: 3/6/2003

Series 24

Date: 2/5/2008

Current Firm

BOOKENDS FINANCIAL PLANNING

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOOKENDS FINANCIAL PLANNING

TRUST BUT VERIFY

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