KALLSEN TERRI RAE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KALLSEN TERRI RAE appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | USAA INVESTMENT SERVICES COMPANY | SVP | SAN ANTONIO, TX |
| — | Form ADV | SCHWAB WEALTH ADVISORY, INC. | PRESIDENT | SAN FRANCISCO, CA |
| — | Form ADV | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | CHIEF OPERATING OFFICER | PLYMOUTH, MN |
| — | Form ADV | NORTHCREST ASSET MANAGEMENT LLC | CHIEF OPERATING OFFICER | PLYMOUTH, MN |
| — | Form ADV | FIRST COMMAND FINANCIAL PLANNING, INC. | EVP - STRATEGIC DEVELOPMENT | FT WORTH, TX |
| — | Form ADV | USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. | SVP, DIRECTOR | SAN ANTONIO, TX |