Terry
Cross

Questar Asset Management, Inc

CRD#1736280
Investment Advisor
in Ames, IA
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About this Advisor

Terry Cross is a financial advisor in Ames, Iowa. Currently a registered advisor at Questar Asset Management, Inc, they have accrued 12 years of practice in the financial advisory industry. Cross maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Cross can act as a financial advisor in Iowa. During their career, Cross has held roles at Questar Capital Corporation and Questar Asset Management. Questar Asset Management, Inc is headquartered in Ames, Iowa, and has 350 additional locations in the country. In total, Questar Asset Management, Inc oversees $986 million in assets throughout 5,107 client accounts and employs more than 501 people. The amount of assets the firm manages places it among the bigger financial advisory firms in the country. The firm manages 672 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Questar Asset Management, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

317 Clark Ave
Ames, IA 50010

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Questar Asset Management, Inc Brokerage Details

Total Assets Under Management

$1,054,098,651

IA Average: $5,289,111,388
Total Number of Employees

431

IA Average: 157
Total Number of Accounts

6,432

IA Average: 8,262
Average Account Size

$163,883

IA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Terry Cross Work History

Terry has 12 years of experience.

2015 - Present (4 years)

Questar Asset Management

2006 - Present (13 years)

Questar Capital Corporation

Disclosures

Terry Cross has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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