Dale Robert Terwedo

Employer firm

Tfs Advisors, LLC CRD 167653

$161M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Tfs Advisors, Llc

100 2Nd Ave S. Suite 300, Edmonds, WA 98020 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-09-23
AZ	RA	APPROVED	2019-04-03
WA	RA	APPROVED	2013-08-26

TX RA
APPROVED_RES

Since 2019-09-23
AZ RA
APPROVED

Since 2019-04-03
WA RA
APPROVED

Since 2013-08-26

Branch Locations

100 2Nd Ave S. Suite 300, Edmonds, WA 98020 • United States

Buckeye, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fsc Securities Corporation	Edmonds	WA	09/1997	12/2021
Tfs Advisors, Llc	Buckeye	AZ	05/2013	Present

09/1997 → 12/2021

Fsc Securities Corporation

Edmonds, WA
05/2013 → Present

Tfs Advisors, Llc

Buckeye, AZ

Previous Registrations

2002-01-14 → 2021-12-31

Fsc Securities Corporation

Edmonds, WA

Other Businesses

DALE TERWEDO investment-related private residence in Buckeye, AZ insurance sales Licensed Insurance Agent 09/05/1983 5 hours per month all hours during trading When appropriate, I discuss and offer various types of insurance with clients.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-05-04
S63	Uniform Securities Agent State Law Examination	1984-02-14

S65 Uniform Investment Adviser Law Examination

1998-05-04
S63 Uniform Securities Agent State Law Examination

1984-02-14

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Dale Terwedo

View on SEC IAPD