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Terrence Patrick Murphy

CRD# 837879·Registered 1977 - 2025
Previously Registered: Being a previously registered professional could mean that Terrence is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Terrence Patrick Murphy, who also goes by Terry Murphy, was a registered financial advisor. Terrence was a previously registered financial professional and started their career in finance 1977 - 2025. Terrence had worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Terry Murphy

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

49 years in the financial services industry

Current & Past Employments

SUPERIOR FINANCIAL SERVICES,INC.·CRD# 104165
BD
Brookfield, WI
March 13, 2013 - October 29, 2025
PACKERLAND BROKERAGE SERVICES, INC.·CRD# 37031
BD
Elm Grove, WI
June 30, 2005 - March 12, 2013
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Des Moines, IA
May 31, 2005 - July 6, 2005
OSAIC FS, INC.·CRD# 3870
BD
Fort Wayne, IN
June 26, 2001 - June 23, 2003
OGILVIE SECURITY ADVISORS CORPORATION·CRD# 10105
BD
Chicago, IL
July 26, 1999 - March 30, 2001
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
New York, NY
May 3, 1999 - July 21, 1999
GUARDIAN INVESTOR SERVICES LLC·CRD# 6635
BD
New York, NY
December 4, 1998 - May 3, 1999
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
March 7, 1994 - January 30, 1997
OLD SLIP CAPITAL MANAGEMENT, INC.·CRD# 7360
BD
Plano, TX
March 21, 1991 - December 31, 1993
INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403
BD
January 14, 1988 - March 29, 1989
THE MILWAUKEE COMPANY·CRD# 823
BD
October 13, 1983 - June 11, 1987
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK·CRD# 2873
BD
May 26, 1977 - February 7, 1985
MONY SECURITIES CORPORATION·CRD# 4386
BD
May 26, 1977 - February 7, 1985

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Current Firm

SF
SUPERIOR FINANCIAL SERVICES,INC.

SUPERIOR FINANCIAL SERVICES, INC. | SUPERIOR FINANCIAL, INC | SUPERIOR FINANCIAL SERVICES,INC.

CRD#: 104165 / SEC#: 8-52618
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

N168 W21931 Main Street, Jackson, WI 53037

Mailing Address

Po Box 139, Jackson, WI 53037

Phone Number

(262) 677-9036

Established

Wisconsin since 04/10/2000

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (28 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#
HAESE, DEBRA ANNVICE PRES/SECRETARY2273663
HAESE, WILLIAM REINHARDTPRES/TREAS/PRINC/FINOP/CCO1549272

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1983About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1983About the Series 7 exam

Series 1 — Registered Representative Examination

Passed May 1977

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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