Terri Lynn Kontney

Employer firm

Mfg Wealth Management, Inc. CRD 125963

$146M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2003 → Present
  Mfg Wealth Management, Llc
  Indianapolis, IN
• 10/2002 → Present
  Aig American General Life Insurance Company
  Indianapolis, IN
• 10/2008 → Present
  Aig Financial Advisors, Inc.
  Indianapolis, IN

Previous Registrations

• 2001-07-25 → 2004-05-03
  American General Securities Incorporated
  Houston, TX
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1. MFG WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 6920 S EAST STREET INDIANAPOLIS IN 46227; INVESTMENT ADVISER REPRESENTATIVE/EXECUTIVE ASSISTANT; 02/01/2003; 120 HRS/MTH; 100 HRS DURING TRADING; OFFICE ASSISTANT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-28
• S63 Uniform Securities Agent State Law Examination
  1997-08-21

Other Names

• Terri Lynn Straight