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Teryn Kuse

Advisor at CliftonLarsonAllen Wealth Advisors, LLC

Updated today

Location

Stevens Point, WI 54482

Credentials

Series 63, Series 65

Industry experience

3 years

About

Teryn Kuse is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and in educational roles at the University of Wisconsin Stevens Point and Oshkosh. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Client services

Based on CliftonLarsonAllen Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on CliftonLarsonAllen Wealth Advisors, LLC

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.)

Occupation focus

Based on CliftonLarsonAllen Wealth Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for business succession planning services (plus direct costs) and financial planning services; examples: $500 - $3,000 (basic plan), $3,000 - $5,000 (executive/small business owner), $5,000 - $10,000+ (complex estate planning).

Percentage

$0 - $2,000,000: 1.10% annually (Core clients) $0 - $2,000,000: 1.10% annually (Non-Core clients, first tier) $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually

Commissions

Commission compensation earned through broker-dealer activities and insurance product sales.

Project-based

Financial planning hourly charge fees may apply in addition to or separate from advisory fees; specific rates not stated.

Other

Minimum fee: Minimum fees may be charged for certain investment advisory services; client notified at engagement start; fees negotiated individually. Fee-only: Fixed fees for financial and estate planning services range from $500 to $10,000+ depending on complexity.

Location

3125 John Joanis Drive

Stevens Point, WI 54482

Most active in

Wisconsin

Work history

CliftonLarsonAllen Wealth Advisors, LLC

2022 - Present (4 years)

Northwestern Mutual

2021 - 2022 (1 year)

University of Wisconsin Stevens Point

2020 - 2022 (2 years)

Mueller Local

2020 - 2021 (1 year)

University of Wisconsin Oshkosh

2019 - 2020 (1 year)

Merle Norman & Day Spa Boutique

2014 - 2021 (7 years)

Auburndale Middle/High School

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Patrick M

Series 63, Series 65

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Patrick Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. Elite Wealth Management advises individuals, retirement plans, foundations, and small businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and serves a large client base with a variety of investment strategies and education services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Plover, WI

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General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

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Plover, WI

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General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Series 65

Plover, WI

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General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stevens Point, WI

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Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
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Benjamin P

Series 63, Series 65

Stevens Point, WI

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Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at American Trust Investment Services, Inc., Avellino Financial Advisors, Inc., and Forest Securities, Inc. Outside of advisory work, he is involved in an insurance agency specializing in life, health, and annuity sales. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, serving over 500 client relationships. The firm applies a bottoms-up fundamental screening process and offers multiple model styles and custom portfolios tailored to client risk profiles.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Executive Founder/Business Owner
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