Terrance R. Andersen

TACTICAL WEALTH PARTNERS

Dallas, TX

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CRD#: 5943093

Professional summary

Terrance Robert Andersen, CFP® is a registered financial advisor currently at TACTICAL WEALTH PARTNERS located in Dallas, Texas.

Terrance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Terrance has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

2013-Present: Insurance agent/Insurance related/Dallas, TX/Independent insurance agent/Recommend insurance products and services via unaffiliated issuers and agencies/Involves up to 50% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Robert Andersen'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

February 9, 2017 - Present

TACTICAL WEALTH PARTNERS

RIA

CRD#: 286416

Dallas, TX

Past

July 1, 2015 - December 20, 2016

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

ADDISON, TX

Past

July 9, 2013 - December 20, 2016

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

ADDISON, TX

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

Indiana
(8/8/2023)

IAR

Texas
(2/9/2017)

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 65

Date: 6/4/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/9/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TACTICAL WEALTH PARTNERS

TACTICAL WEALTH PARTNERS | TACTICAL WEALTH PARTNERS, LLC

CRD#: 286416 / SEC#:

Indiana

Registered Investment Advisory firm - (8/8/2023 Approved)

Texas

Registered Investment Advisory firm - (2/9/2017 Approved)

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Contact information

Main Address

Zionsville, IN

Mailing Address

Phone number

(210) 843-4866

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Terrance R. Andersen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Robert Andersen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TACTICAL WEALTH PARTNERS

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2015

Series 63

Date: 8/19/2013

SIE

Date: 12/20/2016

Series 6

Date: 7/9/2013

Current Firm

TACTICAL WEALTH PARTNERS

Contact information

Documents

Red Flags

Company Information

TACTICAL WEALTH PARTNERS

TRUST BUT VERIFY

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