TN
Terra J. Norton
AVANTAX PLANNING PARTNERS
Gillette, WY 82718
Some features on this profile are disabled
CRD#: 4694385
TN
Professional summary
Terra Jane Norton, who also goes by Terra Jane Bierei, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Gillette, Wyoming.
Terra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Terra has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terra Jane Bierei
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) DBA AND INSURANCE: ABOVE THE LINE CERTIFIED PUBLIC ACCOUNTANTS, NOT INVESTMENT RELATED; 2001 W. LAKEWAY ROAD, SUITE A GILLETTE, WY 82718; PARTNER AND ACCOUNTANT; OWNER,CPA; STARTED 01/2007; 160 HRS/MO. 2) Avantax Planning Partners; INDEPENDENT RIA; START-06/29/2004; 10 HRS/MO. 3) PRONGHORN ESTATES PROFESSIONAL CENTER; NOT INVESTMENT RELATED; 2001 W. LAKEWAY ROAD GILLETTE WY 82718; RENTAL OF OFFICE SPACE INCLUDING OUR CPA FIRM; OWNER, LANDLORD; STARTED 01/2007; 10 HRS/MO. 4) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Insurance Agent NATURE: License to sell Life, Health and Disability Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2020 ADDRESS: 2001 West Lakeway, Suite A, Gillette WY 82718, United States DESCRIPTION: needs analysis to determine level of insurance needsobtain insurance quotesassist client in completing application 5) WOMEN'S RESOURCE CENTER OF NORTHEAST WYOMING; POSITION: Volunteer Board Member NATURE: Non-profit board of directors for Crisis Pregnancy Center INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023; 706 W 8th St, Gillette WY 82716, Establish policies for the operations of WRC and ensuring that the bylaws, policies and procedures are followed.
CRS (Client Relationship Summary) - RIA
Click below to view Terra Jane Norton'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
September 11, 2020 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 2001 West Lakeway Rd Ste A, Gillette, WY 82718RIA
CRD#: 106237
Gillette, WY
Past
September 30, 2020 - November 21, 2024
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
GILLETTE, WY
Past
May 28, 2004 - September 30, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
GILLETTE, WY
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".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 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
Wyoming(9/11/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
