Thomas Joseph Terhaar
Investment adviser representative at Conrad Siegel Investment Advisors
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$12.1BFirm 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
12 years in the industry.
- Conrad Siegel Investment Advisors Inc.Nov 2014 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (PA).
Conrad Siegel Investment Advisors
Legal name: Conrad Siegel Investment Advisors, Inc.
$12.1BAssets managed
570Clients
24Advisers
22 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
- 2437229
- Firm CRD
- 123560