Terriann M Kreder
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJan 2026 to now
- Moneta GroupDec 2025 to Dec 2025
- UnemployedAug 2025 to Nov 2025
- LPL Financial LLCApr 2024 to Aug 2025
- Stifel Nicolaus & Co IncMar 2022 to Apr 2024
- UnemployedJan 2022 to Mar 2022
- Mission FinancialNov 2021 to Jan 2022
- Raymond James Financial Services, IncNov 2021 to Jan 2022
- Stifel Nicolaus & Co IncMar 2018 to Nov 2021
- ScottradeJul 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4177224
- Firm CRD
- 6413