TFS Advisors, LLC

Aaron Terwedo is a financial advisor at TFS Advisors, LLC with 11 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at FSC Securities for seven years. Outside of his advisory duties, Terwedo serves on the board of the Foundation for Edmonds School District and is an editorial board member for the Society of Certified Senior Advisors’ peer-reviewed journal. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses, providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm employs a fundamental analysis approach to construct diversified, risk-based portfolios and manages all assets on a non-discretionary basis.

Dale Terwedo is a CFP® and ChFC® with 42 years of experience in the financial industry. He has worked at TFS Advisors, LLC since 2013 and previously spent 24 years at FSC Securities Corporation. Terwedo is also a licensed insurance agent and occasionally discusses insurance options with clients. TFS Advisors serves individual and high-net-worth clients, charitable organizations, and businesses by providing investment management, financial planning, third-party adviser selection, and standalone tax preparation services. The firm manages approximately $135 million on a non-discretionary basis, using fundamental analysis to build diversified, risk-based portfolios.