Terry G. Bommer

FIDUCIARY TACTICAL STRATEGIES

CHESTERFIELD, MO 63017

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CRD#: 859916

Professional summary

Terry Glen Bommer is a registered financial advisor currently at FIDUCIARY TACTICAL STRATEGIES, INC. located in Chesterfield, Missouri.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Terry has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 5 and Series 7 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.

FIDUCIARY TACTICAL STRATEGIES, INC. - REGISTERED INVESTMENT ADVISOR; 15415 CLAYTON RD. BALLWIN, MO 63011; PRESIDENT-SINCE 5/1/02, VICE PRESIDENT-1-1-92; 120 HOURS PER MONTH 30 HOURS DURING MARKET TRADING HOURS/WK; DUTIES-ADMINSTRATION AND MONEY MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Glen Bommer'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®

None

Experience

Current

February 20, 1996 - Present

FIDUCIARY TACTICAL STRATEGIES, INC.

Office #1: 15510 Olive Blvd Suite 204, Chesterfield, MO 63017

RIA

CRD#: 110723

CHESTERFIELD, MO

Past

January 7, 2005 - December 31, 2015

CUTTER & COMPANY, INC.

CRD#: 22449

BALLWIN, MO

Past

January 3, 2005 - December 31, 2015

CUTTER & COMPANY, INC.

RIA

CRD#: 22449

CHESTERFIELD, MO

Past

July 14, 2004 - December 31, 2004

CUTTER & COMPANY, INC.

RIA

CRD#: 22449

CHESTERFIELD, MO

Past

January 13, 1992 - December 31, 2004

CUTTER & COMPANY, INC.

CRD#: 22449

BALLWIN, MO

Past

April 18, 1990 - January 22, 1992

ARLINGTON SECURITIES, INC.

CRD#: 19596

ST. LOUIS, MO

Past

September 18, 1986 - October 31, 1990

AMERICAN CAPITAL EQUITIES, INC.

CRD#: 13272

Past

February 8, 1980 - September 12, 1986

MORGAN STANLEY DW INC.

CRD#: 7556

Past

November 27, 1978 - March 4, 1980

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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

Missouri
(2/20/1996)

IAR

Texas
(2/18/2021)

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: 8/2/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/24/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/1/1983

National Commodity Futures Examination

General Industry/Product Exam

Series 5

Date: 11/16/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 11/18/1978

General Securities Representative Examination

Current Firm

FIDUCIARY TACTICAL STRATEGIES, INC.

FIDUCIARY TACTICAL STRATEGIES, INC. | FINANCIAL TIMING SERVICES INC

CRD#: 110723 / SEC#: 801-26553

RIA

Registered Investment Advisory firm - (4/27/2005 Terminated)

Missouri

Registered Investment Advisory firm - (4/25/2005 Approved)

Texas

Registered Investment Advisory firm - (2/18/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

400 Chesterfield Center Suite 400, Chesterfield, MO 63017

Mailing Address

Phone number

(314) 504-3957

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 12,851,141

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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Terry G. Bommer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Glen Bommer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUTTER & COMPANY, INC.

CUTTER & COMPANY, INC.

CUTTER & COMPANY, INC.

CUTTER & COMPANY, INC.

ARLINGTON SECURITIES, INC.

AMERICAN CAPITAL EQUITIES, INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/1995

Series 63

Date: 6/24/1982

SIE

Date: 12/31/2015

Series 3

Date: 7/1/1983

Series 5

Date: 11/16/1981

Series 7

Date: 11/18/1978

Current Firm

FIDUCIARY TACTICAL STRATEGIES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY TACTICAL STRATEGIES, INC.

TRUST BUT VERIFY

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