Terry Alan Krumenauer

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → 01/2024
  Woodbury Financial Services
  Chippewa Falls, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Chippewa Falls, WI

Previous Registrations

• 2008-04-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Chippewa Falls, WI
  Chippewa Falls, WI
  Oakdale, MN
• 2007-09-06 → 2008-04-29
  Edward Jones
  Chippewa Falls, WI

Other Businesses

1) TERRY KRUMENAUER FINANCIAL GROUP INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 05/08/2008 ADDRESS: 2889 County Highway I Suite 3, Chippewa Falls WI 54729, United States DESCRIPTION: Sales and Service of Traditional Insurance Products T through Insurance Companies

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-01-11

Designations

• Certified Financial Planner

Other Names

• Terry A Krumenauer