CRD: 281611
Tandem Views Investment Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
About Tandem Views Investment Services, LLC
Tandem Views Investment Services is a state-registered RIA founded by TeriAnn Kruse, a CPA/PFS and CFP professional. The firm delivers holistic financial planning and investment planning for individuals and families, integrating tax-aware strategy, risk management, and portfolio construction; ETF-based allocations are central and custody is through Charles Schwab. Kruse’s prior 15-year CPA practice included litigation support and fraud investigations.
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Owner & Executives
TERIANN KRUSE
Owner
- CRD
- #5794629
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,586,000 | -- |
| Total | $7,586,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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