Teriann Kruse
Professional summary
Teriann Kruse, CFP®, who also goes by Teriann None Kruse, Teriann Stevenson, is a registered financial advisor currently at TANDEM VIEWS INVESTMENT SERVICES, LLC located in Lake Oswego, Oregon.
Teriann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Teriann has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Teriann Kruse's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
January 4, 2016 - Present
TANDEM VIEWS INVESTMENT SERVICES, LLC
Office #1: 5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035-8661August 14, 2013 - October 9, 2015
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
July 5, 2010 - October 26, 2015
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2016)
Exams
Current Firm
TANDEM VIEWS INVESTMENT SERVICES, LLC
CRD#: 281611 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 6,332,000 |
Red Flags
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