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Member, CCO · TFS Advisors, LLC

Dale R. Terwedo

CRD 1235948 · Named on Form ADV at one SEC-registered adviser

At a glance

TFS Advisors, LLC, an SEC-registered wealth manager based in Edmonds, WA with $161 million in regulatory assets, lists Dale R. Terwedo on its Form ADV as Member, CCO, a control person.

Firms and roles

  • TFS Advisors, LLCMember, CCOWealth manager · Edmonds, WA · $161M in regulatory assets

AtlasMembers

Dale’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Aaron M. TerwedoManaging Member, Vice President - Financial Planning, TFS Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dale’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.