Terri Larson

As firm administrator, Terri Larson favors her client service responsibilities the most.  Terri joined Financial Service Group in 1996.  She manages the firm’s client service, quarterly reports and invoicing functions. She’s also responsible for human resources and licensing, and the firm’s accounting.

Terri started her career in the financial services industry in 1987 as a service representative with a major brokerage firm and since then has handled back office operations, trading, compliance, licensing, and customer service responsibilities.

She is licensed as a General Securities Representative and a Financial & Operations Principal with the National Association of Securities Dealers (NASD). Terri is also a licensed insurance agent with the State of Wisconsin. In addition to passing the insurance exam, she is required to complete 24 hours of continuing education every two years.

Outside of work, Terri spends her time on the road driving and cheering on her two sons at their basketball and football games.

You can contact Terri at Terri@toyourwealth.com.

FSG is registered with and regulated by the Securities and Exchange Commission as a large advisory firm. Incorporated in 1981, FSG is privately owned and operated by its principal shareholder, Michael P. Haubrich, CFP.