Aaron Matthew Terwedo
Investment adviser representative at Tfs Advisors, LLC
12 yearsExperience
3 statesRegistered in
ChFC®Designation
$161.2MFirm 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.
- Tfs Advisors, LLCJan 2015 to now
- Fsc SecuritiesJul 2014 to Dec 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, WA).
Tfs Advisors, LLC
$161.2MAssets managed
151Clients
2Advisers
5 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
- 6163090
- Firm CRD
- 167653