Theresa Ann Kurtenbach

Employer firm

Financial Solution Advisors Corp. CRD 121647

$3.45M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/1992 → Present
  Kurtenbach & Co, Pc
  Greenwood Village, CO
• 06/2002 → Present
  Financial Solution Advisors Corp.
  Greenwood Village, CO
• 11/2013 → Present
  Triad Advisors, Inc.
  Norcross, GA

Previous Registrations

• 2013-11-29 → 2014-12-22
  Karsten Advisors
  Greenwood Village, CO
• 2001-08-30 → 2002-06-20
  Sii Investments, Inc.
  Englewood, CO

Other Businesses

1)KURTENBACH & CO.,P.C.;NOT INVESTMENT RELATED;6160 S. SYRACUSE WAY,#230,GREENWOOD VILLAGE,CO 80111;CERTIFIED PUBLIC ACCOUNTING FIRM;CPA,PRESIDENT;8/1982;5 HRS/MONTH;0 HRS DURING TRADING;ALL OPERATIONS 2)FINANCIAL SOLUTION ADVISORS CORP;INVESTMENT RELATED;6160 S. SYRACUSE WAY,#230,GREENWOOD VILLAGE,CO 80111;RIA;OWNER,PRESIDENT;6/2002;5 HRS/MONTH;0 HRS DURING TRADING;ALL OPERATIONS 3)JPK ENTERPRISES LLC;NOT INVESTMENT RELATED;14883 E. HINSDALE AVE,UNIT B,CENTENNIAL,CO 80112;GOLF EQUIPMENT SALES;CFO;8/2013;80 HRS/MONTH;50 HRS/MONTH DURING TRADING;FINANCIAL OPERATIONS

Exams

• S66 Uniform Combined State Law Examination
  2001-07-13

Designations

• Certified Financial Planner

Other Names

• Theresa Ann Kresl
• Terri Kurtenbach
• Terri Kresl