# KALLSEN TERRI RAE

KALLSEN TERRI RAE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | SVP | SAN ANTONIO, TX |
| — | Form ADV | [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | PRESIDENT | SAN FRANCISCO, CA |
| — | Form ADV | [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | CHIEF OPERATING OFFICER | PLYMOUTH, MN |
| — | Form ADV | [NORTHCREST ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/300366) | CHIEF OPERATING OFFICER | PLYMOUTH, MN |
| — | Form ADV | [FIRST COMMAND FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/3641) | EVP - STRATEGIC DEVELOPMENT | FT WORTH, TX |
| — | Form ADV | [USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.](https://search.stillhousedata.com/firm/106352) | SVP, DIRECTOR | SAN ANTONIO, TX |


---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.