Terry
Betzelberger

Moloney Securities Asset Management LLC

CRD#1454224
Investment Advisor
in Overland Park, KS

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About this Advisor

Terry Betzelberger is a financial advisor operating in Overland Park, Kansas with 6 years of industry experience. Betzelberger is an advisor for Moloney Securities Asset Management LLC. Throughout their career, they have worked at M&A Securities Group, Inc, Moloney Securities Co., Inc, Levitt Betzelberger Weinrich, Inc and Montage Securities, LLC. Betzelberger holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kansas. Moloney Securities Asset Management LLC is a financial advisory firm based out of Ballwin, MO. It has offices in 45 locations and a total of 84 financial advisors. It has $1 billion in assets among its 4,025 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 4,025 client accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on the financial services offered. However, fee types charged by Moloney Securities Asset Management LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7101 College Blvd #1610
Overland Park, KS 66210

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,016,723,850

KS Average: $11,469,110,461
Total Number of Employees

84

KS Average: 458
Total Number of Accounts

4,025

KS Average: 33,415
Average Account Size

$252,602

KS Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Terry Betzelberger Work History

Terry has been registered as a financial advisor for 6 years.*

1999 - Present (25 years)

Moloney Securities Co., Inc

2016 - 2017 (1 year)

Montage Securities, LLC

2001 - 2017 (16 years)

Levitt Betzelberger Weinrich, Inc

1996 - 2017 (21 years)

M&A Securities Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Terry Betzelberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Moloney Securities Asset Management LLC

Adam Maher
Ballwin, MO
Jin Wang
Ballwin, MO
Robert Kersey
Gig Harbor, WA
Edward Prince
Ballwin, MO
Joel Duggan
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Jeffrey Morris
Ballwin, MO
Thomas Gresham
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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