Teryn
Lau
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Teryn Lau is a financial advisor based in Stevens Point, Wisconsin, working with Cliftonlarsonallen Wealth Advisors, LLC. Teryn has previously held positions at Auburndale Middle/High School, University Of Wisconsin Oshkosh, University Of Wisconsin Stevens Point, Merle Norman & Day Spa Boutique, Mueller Local, Northwestern Mutual, and Cliftonlarsonallen Wealth Advisors, LLC. Teryn has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, Teryn is part of Cliftonlarsonallen Wealth Advisors, LLC, which operates out of Stevens Point, Wisconsin. The firm has 37 offices and 153 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cliftonlarsonallen Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details
$7,977,801,363
153
19,942
$400,050
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
- Educational seminars/workshops
Teryn Lau Work History
Cliftonlarsonallen Wealth Advisors, LLC
Northwestern Mutual
University Of Wisconsin Stevens Point
Mueller Local
University Of Wisconsin Oshkosh
Merle Norman & Day Spa Boutique
Auburndale Middle/High School
Disclosures
Please visit the SEC profile of Teryn Lau 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 Cliftonlarsonallen Wealth Advisors, LLC
Minneapolis, MN
Englewood, CO
Minneapolis, MN
Middleton, WI
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Middleton, WI
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