Aaron
Terwedo

Tfs Advisors, LLC

CRD#6163090
Investment Advisor
in Edmonds, WA

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About this Advisor

Aaron Terwedo is a financial advisor based out of Edmonds, Washington, who has 11 years of professional experience. Terwedo is an employee of Tfs Advisors, LLC. During their career, the advisor has held roles at Terwedo Financial Services, Mesa Veterans Center, Fsc Securities and Tfs Advisors, LLC. Terwedo maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Texas and Washington. Tfs Advisors, LLC is an advisory company that has its headquarters in Edmonds, Washington. It handles $122 million in assets among its 345 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 345 client accounts, 39% are held by high-net-worth investors who have greater than $1 million in assets. The business offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which service is provided. However, fees billed by Tfs Advisors, LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

100 2Nd Ave S. Suite 300
Edmonds, WA 98020

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Tfs Advisors, LLC Brokerage Details

Total Assets Under Management

$121,591,218

WA Average: $3,566,627,242
Total Number of Employees

3

WA Average: 46
Total Number of Accounts

345

WA Average: 1,499
Average Account Size

$352,438

WA Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Aaron Terwedo Work History

Aaron has 11 years of experience.

2017 - Present (6 years)

Tfs Advisors, LLC

2017 - Present (6 years)

Tfs Advisors, LLC

2015 - Present (8 years)

Tfs Advisors, LLC

2014 - 2021 (7 years)

Fsc Securities

2012 - 2015 (3 years)

Terwedo Financial Services

2011 - 2012 (1 year)

Mesa Veterans Center

Disclosures

Aaron Terwedo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Tfs Advisors, LLC

Aaron Terwedo
Edmonds, WA
Dale Terwedo
Edmonds, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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