Terri Lynn Kontney
Investment adviser representative at Mfg Wealth Management, Inc.
24 yearsExperience
2 statesRegistered in
$146MFirm assets
1 yearFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- AIG Financial Advisors, Inc.Oct 2008 to now
- Mfg Wealth Management, Inc.May 2003 to now
- AIG American General Life Insurance CompanyOct 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, IN).
Mfg Wealth Management, Inc.
$146MAssets managed
327Clients
3Advisers
1 yearIn 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
- 2932655
- Firm CRD
- 125963