Terry Bradley Wells
Investment adviser representative at Tsw Wealth Management
30 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$279.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Purshe Kaplan Sterling InvestmentsFeb 2024 to now
- Wells Financial Advisors, Inc dba Tsw Wealth ManagementOct 1996 to now
- Tsw Wealth ManagementSep 1996 to now
- Triad Advisors IncSep 2011 to Feb 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Tsw Wealth Management
Legal name: Wells Financial Advisors, Inc.
$279.3MAssets managed
132Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2147013
- Firm CRD
- 125209