Terrance Lee Sonnenfeld

Current Employers

Employment History

• 01/2005 → 05/2022
  Geneos Wealth Management Inc.
  Winona, MN
• 09/2008 → 01/2020
  Sonnenfeld Financial Inc
  Winona, MN
• 07/2007 → Present
  Sonnenfeld Financial, Inc. Dba The Sfi Group
  Edina, MN
• 05/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2020 → 07/2025
  Insperity (Peo)
  Edina, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  Nextep
  Edina, MN

Previous Registrations

• 2010-03-15 → 2022-05-25
  Geneos Wealth Management, Inc.
  Rochester, MN
  Winona, MN
  Winona, MN
  Edina, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION STATE OF MINNESOTA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TO ACCOMMODATE CLIENT NEEDS FOR NOTARY START DATE: 6/2021 POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: .1 APX NUMBER OF HOURS DURING TRADING HOURS: .1 BRIEF DESCRIPTION OF DUTIES: NOTARY SERVICES; 3. NAME OF OTHER BUSINESS: SONNENFELD FINANCIAL, INC. DBA THE SFI GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA USED FOR FINANCIAL SERVICES. START DATE: 7/2007 POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR, SECURITIES AND INSURANCE SALES 4. NAME OF OTHER BUSINESS: AUTOMOTORPLEX HOA; INVESTMENT RELATED: NO; ADDRESS: 3600 ARROWHEAD DR MEDINA, MN 55340; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT/SECRETARY; APX NUMBER OF HOURS PER WEEK: .25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TAKE MINUTES, ATTEND HOA PLANNING MEETINGS; 5. NAME OF OTHER BUSINESS: NEXTEP ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PAYROLL AND EMPLOYEE BENEFITS FOR MYSELF AND MY STAFF: START DATE: 7/205 ; POSITION/TITLE/RELATIONSHIP: EMPLOYEE OF NEXTEP (POE); APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PAYROLL AND EMPLOYEE BENEFITS FOR MYSELF AND MY STAFF;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-17
• S63 Uniform Securities Agent State Law Examination
  1992-04-01

Other Names

• Terry Sonnenfeld