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Chief Financial Officer · Touchstone Advisors Inc

Terrie Ann Wiedenheft

CRD 2619213 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Touchstone Advisors Inc, an SEC-registered asset manager based in Cincinnati, OH with $31.1 billion in regulatory assets, lists Terrie Ann Wiedenheft on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Terrie at 1 other registered adviser.

Firms and roles

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Terrie’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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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 (25)

20 more people named with Terrie on the same filings, with titles and firms. Free in Atlas with a free account.

See all 25 free

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