Teri Lee Eddy

Current Employers

Employment History

• 08/2013 → 10/2019
  1St Global Capital Corp
  Dell Rapids, SD
• 08/2013 → 10/2019
  1St Global Advisors, Inc
  Dell Rapids, SD
• 08/2013 → 06/2025
  Avantax Insurance Services, Inc.
  Sioux Falls, SD
• 10/2019 → 09/2025
  Avantax Advisory Services
  Sioux Falls, SD
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Sioux Falls, SD
• 03/2004 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Sioux Falls, SD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Sioux Falls, SD
  Dell Rapids, SD
• 2013-08-07 → 2019-10-25
  1St Global Advisors Inc
  Dell Rapids, SD
  Sioux Falls, SD
• 2006-03-08 → 2013-08-05
  Avantax Planning Partners, Inc.
  Dell Rapids, SD

Other Businesses

1) KMWF FINANCIAL SERVICES, LLC POSITION: FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2003 ADDRESS: Dell Rapids SD , United States DESCRIPTION: Discuss financial services and financial planning with clients 2) QUARTZINE INVESTORS, LLC POSITION: OWNER NATURE: AUTOMATIC CARWASH INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2003 ADDRESS: Dell Rapids SD 57022, United States DESCRIPTION: PROPERTY DEVELOPER, OWN AND OPERATE AUTOMATIC CAR WASH 3) SPRUCE GLEN, INC POSITION: SHAREHOLDER NATURE: HOUSING DEVELOPMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/29/1997 ADDRESS: Dell Rapids SD 57022, United States DESCRIPTION: DUTIES: NONE-INVESTOR 4) CASH RENT - FARMLAND POSITION: Co-Owner NATURE: My husband and I own 37 acres of farmland in Minnehaha County, Crooks, SD that we cash rent to a local farmer. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 1040 Clubhouse Ct, Dell Rapids SD 57022, United States DESCRIPTION: Manage property - pay property tax and negotiate rental price with farmer that rents the land

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-27
• S63 Uniform Securities Agent State Law Examination
  2002-12-17

Designations

Other Names

• Teri Lee Johnson
• Teri Lee Reurink