Terrie Amundson

Current Employers

Employment History

• 01/2013 → 10/2019
  Wells Fargo Clearing Services, Llc
  Saint Paul, MN
• 10/2019 → 11/2024
  Lpl Financial Llc
  Inver Grove Heights, MN
• 10/2019 → 04/2022
  Royal Credit Union
  Edina, MN
• 11/2024 → 09/2025
  Avantax Investment Services, Inc.
  Saint Paul, MN
• 11/2024 → 09/2025
  Avantax Advisory Services
  Saint Paul, MN
• 11/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Saint Paul, MN
• 07/2022 → Present
  The Heights Financial Llc
  Inver Grover Heights, MN
• 11/2024 → Present
  Midwest Financial Group
  Saint Paul, MN
• 11/2024 → Present
  Mfg Financial Advisors
  Saint Paul, MN
• 11/2024 → Present
  Mfg Tax Advisors
  St Paul, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Maple Grove, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-01 → 2025-09-05
  Avantax Advisory Services
  Maple Grove, MN
  Dallas, TX
  Saint Paul, MN
• 2019-10-02 → 2024-11-13
  Lpl Financial Llc
  River Falls, WI
  Edina, MN
  St. Paul, MN
  Oak Park Heights, MN
  Hudson, WI
  Apple Valley, MN
  Hudson, WI
  St Paul, MN
  St Paul, MN
  Apple Valley, MN
  Inver Grove Heights, MN
• 2013-07-15 → 2019-10-09
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Minneapolis, MN
  Eagan, MN
  Wayzata, MN
  Minneapolis, MN

Other Businesses

1) THE HEIGHTS FINANCIAL LLC POSITION: Manager NATURE: This is the entity that I own and through which I provide Avantax Wealth Management services. I provide tax and financial planning, as well as investment guidance and products to my clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 80 START DATE: 07/20/2022 ADDRESS: 5782 Blackshire Path, Inver Grove Heights MN 55076, United States DESCRIPTION: I provide tax and financial planning as well as investment guidance and products to my clients. Also provide insight toclients on how their tax situation can influence all of their financial decisions including investments. 2) IRS VITA TAX COUNSELING FOR THE ELDERLY POSITION: Certified Tax Counselor for the Elderly NATURE: An IRS funded program to provide tax assistance to elderly taxpayers. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 13801 Fairview Dr., Burnsville MN 55337, United States DESCRIPTION: I provide tax return preparation assistance to elderly taxpayers during the normal period for filing Federal income tax returns, Tuesday afternoons from February 1 to April 15. 3) MFG FINANCIAL ADVISORS POSITION: CERTIFIED FINANCIAL PLANNER[TM] NATURE: This is the entity that I am affiliated with and will provideorough which I provide Avantax Wealth Management services. I provide tax and financial planning, as well as investment guidance and products to our clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 25 START DATE: 11/01/2024 ADDRESS: 332 Minnesota Street, Suite W2350, Saint Paul MN 55101, United States DESCRIPTION: I provide tax and financial planning as well as investment guidance and products to our clients. Also provide insight to clients on how their tax situation can influence all of their financial decisions including investments. 4) MFG TAX ADVISORS POSITION: Certified Financial Planner NATURE: Tax Planning offerred through MFG Financial Advisors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2024 ADDRESS: 332 Minnesota St, Suite W2350, St Paul MN 55101, United States DESCRIPTION: Tax Planning 5) NAME OF OTHER BUSINESS: SHOE CLERKS AND ASSOCIATES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: SHAREHOLDER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDING COMPANY;

Exams

• S66 Uniform Combined State Law Examination
  2005-07-06
• S63 Uniform Securities Agent State Law Examination
  1996-02-02

Designations

Other Names

• Terrie Joe Amundson
• Terance Joseph Amundson