Terri Lee Hinrichs

Employer firm

Global Wealth Strategies And Associates, LLC CRD 316072

$457M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Global Wealth Strategies And Associates, Llc

3200 Cherry Creek South Drive Suite 280, Denver, CO 80209 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-06-07

CO RA
APPROVED

Since 2022-06-07

Branch Locations

3200 Cherry Creek South Drive Suite 280, Denver, CO 80209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Global Wealth Strategies And Associates, Llc	Denver	CO	02/2021	06/2022
Global Wealth Strategies And Associates, Llc	Denver	CO	06/2022	Present
Unemployed	Denver	CO	01/2013	02/2021

02/2021 → 06/2022

Global Wealth Strategies And Associates, Llc

Denver, CO
06/2022 → Present

Global Wealth Strategies And Associates, Llc

Denver, CO
01/2013 → 02/2021

Unemployed

Denver, CO

Previous Registrations

1999-01-01 → 2007-08-01

Ameriprise Financial Services, Llc

Westminster, CO

Other Businesses

INSURANCE AGENT- VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT= 10 HOURS/MONTH 10/2019- TRUSTEE TO FAMILY IRREVOCABLE TRUST, NOT-INVESTMENT RELATED. TIME SPENT = 0 HOURS/ MONTH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-01-12

S66 Uniform Combined State Law Examination

2000-01-12

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Terri L Hinrichs

View on SEC IAPD