Terry Eugene Rehfeldt

Current Employers

Employment History

• 03/1996 → 01/2021
  The Rehfeldt Group, Pa, Cpas
  Bradenton, FL
• 01/2002 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2021 → Present
  The Rehfeldt Group
  Bradenton, FL
• 12/2024 → 06/2025
  Rehfeldt Financial Advisors
  Bradenton, FL
• 01/2021 → Present
  Rehfeldt Wealth Management
  Bradenton, FL

Other Businesses

1) NAME OF OTHER BUSINESS: THE REHFELDT GROUP ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: CPA ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX AND ACCOUNTING. POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS ; 2)MANATE COUNTY HUNDRED CLUB; BRADENTON, FL; NOT INV REL; NON-PROFIT ORG THAT SUPPORTS LAW ENFORCEMENT; MEMBER SINCE 8/09; 1 H/WK; VOLUNTEER POSITION, HELP ORGANIZE PICNIC & BANQUET, ATTEND MTGS: 3) NAME OF OTHER BUSINESS: FIRST SOUTHERN BANK ; INVESTMENT RELATED: NO ; ADDRESS: 6365 HIGHWAY 84, PATTERSON GA 31557 NATURE OF BUSINESS: BANKING INSTITUTE ; START DATE: 07/2019 ; POSITION/TITLE/RELATIONSHIP: DIRECTOR ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER OF BANK; 4) NAME OF OTHER BUSINESS: REHFELDT WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-01
• S63 Uniform Securities Agent State Law Examination
  2001-06-04

Other Names

• Terry Eugene Rehfeldt