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Terry Joseph Fonder

VARIABLE INVESTMENT ASSOCIATES
Tea, SD
·CRD# 5561085·18 years experience

Professional Summary

Terry Joseph Fonder is a registered financial advisor currently at VARIABLE INVESTMENT ASSOCIATES, INC. located in Tea, South Dakota. Terry is registered as a RR (Registered Representative) and started their career in finance in 2008. Terry has worked at 1 firm and has passed the SIE, Series 99TO and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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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Years of Experience

18 years in the financial services industry

Current & Past Employments

VARIABLE INVESTMENT ASSOCIATES, INC.·CRD# 44412
BD
750 E. 1st Street, Tea, SD 57064
September 8, 2008 - Present

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Current Firm

VI
VARIABLE INVESTMENT ASSOCIATES, INC.

VARIABLE INVESTMENT ADVISORS, INC. | VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412 / SEC#: 8-50699
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

750 E. 1st Street, Tea, SD 57064

Mailing Address

750 E. 1st Street, Tea, SD 57064

Phone Number

(605) 361-8230

Established

South Dakota since 10/03/1997

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (49 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WILSON, GREGORY STEVENPRESIDENT / CEO / CCO / COO/1272680
FONDER, TERRY JOSEPHFINOP5561085
WILSON, KYLE WAGNERASSISTANT CEO5212895

Disclosures

Regulatory Event

1

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 27 — Financial and Operations Principal Examination

Passed Sep 2008About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Terry Joseph Fonder's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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