Terri Z Buechner

Current Employers

Employment History

• 11/2018 → 05/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2008 → Present
  Zoe Yoga Llc
  Middleton, WI
• 04/2016 → 05/2021
  Cambridge Investment Research Inc.
  Fairfield, IA
• 05/2021 → 04/2022
  Independent Financial Group
  Mcfarland, WI
• 08/2022 → 01/2025
  Lincoln Financial Advisors
  Madison, WI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Madison, WI

Previous Registrations

• 2022-08-22 → 2025-01-24
  Osaic Fa, Inc.
  Madison, WI
• 2021-05-07 → 2022-04-11
  Independent Financial Group, Llc
  San Diego, CA
  Mcfarland, WI
  Mcfarland, WI
• 2019-08-19 → 2021-05-17
  Cambridge Investment Research Advisors, Inc.
  Mcfarland, WI
  Middleton, WI

Other Businesses

ZOE YOGA, LLC - MIDDLETON, WI 53562 CATEGORY: INSTRUCTOR/COACH/LLC INVESTMENT RELATED: NO TITLE: INSTRUCTOR/OWNER DUTIES: TEACH YOGA, PRIVATE AND GROUP SESSIONS START DATE: 2/2008 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 0 UPDATE FORM BR: NO WEBSITE ADDRESS: FACEBOOK.COM/ZOEYOGA Trustee for the Terri Z Buechner Inherited Trust POSTION: Trustee NATURE: am trustee for my own inherited trust and will make investments under a separate tax id # INVESTMENT RELATED: No. NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 10/10/2024 DESCRIPTION: I will make investments and file taxes under this trust for my own benefit and the benefit of my kids HAVER DESIGN AND CONSTRUCTION POSITION: Administration NATURE: Corporation run by my husband, Robert Stoehr INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 03/09/2026 ADDRESS: 3863 Clover Ln, Madison WI 53714, United States DESCRIPTION: I will help with billing and invoices, coordination of office work to our accountant

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-24
• S63 Uniform Securities Agent State Law Examination
  2014-03-25

Other Names

• Terri Buechner