Wisconsin Wealth Advisors
Wisconsin Wealth Advisors
Wisconsin Wealth Advisors, LLC

Terry Balding, Certified Financial Planner (CFP™)

Terry understands that you are looking for a wealth management professional who is committed to keeping active within the industry, always learning and building on his expertise. This commitment to excellence in his field has been recognized by his membership in Harbour Investments’ Captain's Club, honoring the top 20% of Harbour's representatives. Terry has earned this honor each year it has been awarded.

It isn't just his knowledge and expertise sets Terry apart from other advisers. His clients like to work with him because of the personal relationship and trust that Terry has built with his clients over time. He is a valued advisor and a friend who cares.

When he gets away from the office, Terry is an avid outdoor sportsman. If you want to talk about what's biting at area fishing holes, you may want to plan a little extra time to talk about fishing during your next visit.

Professional Data

  • Financial Planning Association
    Member
  • Wisconsin Planned Giving Council
    Member
  • Toastmasters International
    CL Competent Leader Award, May 3, 2007
    CTM Competent Toastmaster Designation, February 23, 2005
  • Madison Financial Planning Association
    Chairman of the Board of Directors, 2000
  • Madison Society of the Institute of Certified Financial Planners (ICFP™)
    Chairman, 1999
    President, 1997 - 1998
    Vice-President, 1995 - 1996
    Treasurer, 1993 - 1994
  • The College for Financial Planning
    CFP™ Professional Education Program, July 24, 1992
    Certified Financial Planner, August 3, 1992

Licenses

  • Securities
    Registered Representative Harbour Investments, Inc., Madison, WI
    Series 7, Series 63 - Licensed in 1982
    Series 24 - Licensed in 1989
    Licensed in the following states: WI, IL, FL, AZ.
  • Registered Investment Adviser: Wisconsin Wealth Advisors, LLC
  • Insurance
    Licensed in all lines, but restrict sales to Life, Health and Disability Insurance. A major part of this business being Employee Benefits.
    Licensed in 1980
    Independent Agent offering coverage from several companies
    Licensed in the following states: WI, AZ

Community Involvement

  • Calvary Baptist Church, Sun Prairie, Wisconsin
    Member since 1981
    The instruction I have received has improved every aspect of my life
  • Sun Prairie Chamber of Commerce
    Member & Volunteer since 1981
    Serving as a member of the Seminar Committee and Ambassadors Club
  • The Colonial Club, Sun Prairie, Wisconsin
    Manage the Endowment Fund
  • American Marketing Association, Madison, Wisconsin
    Past President
  • Sun Prairie Optimist Club
    Past President
  • Sun Prairie Business & Education Partnership
    Member
  • Columbus Sportsman's Association
    Member & Instructor



Securities offered through Harbour Investments, Inc. Member SIPC/FINRA

Check the background of this firm on FINRA's BrokerCheck.