Terri Kallsen
Chief Operating Officer at The Wealth Enhancement Group, Inc.
Profile
Terri R.
Kallsen currently works at Charles & Helen Schwab Foundation, as Director, Financial Planning Association, as Member, College of Saint Benedict, as Trustee, The Wealth Enhancement Group, Inc., as Chief Operating Officer from 2020, and Rise Growth Partners, as Managing Partner and Senior Operating Advisor from 2023.
Ms. Kallsen also formerly worked at Charles Schwab Trust Co., as Director, The Charles Schwab Corp., as Executive Vice President-Investor Services from 2014 to 2019, Thrivent Financial for Lutherans, as Vice President from 1994 to 2005, United Services Automobile Association, as Senior Vice President from 2004 to 2009, Charles Schwab & Co., Inc., as Executive Vice President-Investor Services from 2014 to 2019, First Command Financial Services, Inc., as Executive Vice President from 2009 to 2012, Wealth Enhancement Group LLC, as Chief Operating Officer from 2020 to 2023, and The American College of Financial Services, as Trustee.
Ms. Kallsen received her graduate degree in 1996 from the University of Wisconsin and undergraduate degree in 1990 from College of Saint Benedict.
Terri Kallsen active positions
| Companies | Position | Start |
|---|---|---|
Charles & Helen Schwab Foundation
 Charles & Helen Schwab Foundation Miscellaneous Commercial ServicesCommercial Services Charles & Helen Schwab Foundation provide social activity services. It is a private, nonprofit organization that helps parents of children who struggle with learning. Through the Schwab Learning program, the foundation aspires to help kids with learning and attention problems. The company was founded in 1989 and is headquartered in San Mateo, CA | Director/Board Member | - |
| College of Saint Benedict | Director/Board Member | - |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
The Wealth Enhancement Group, Inc.
 The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Chief Operating Officer | 2020-08-31 |
Rise Growth Partners
 Rise Growth Partners Investment ManagersFinance Rise Growth Partners (Rise Growth Partners) is a private equity firm founded in 2023. The firm is headquartered in Austin, Texas. | Consultant / Advisor | 2023-10-15 |
Former positions of Terri Kallsen
| Companies | Position | End |
|---|---|---|
Wealth Enhancement Group LLC
 Wealth Enhancement Group LLC Investment ManagersFinance Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN. | Chief Operating Officer | 2023-06-30 |
| CHARLES SCHWAB | Public Communications Contact | 2019-07-21 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investor Relations Contact | 2018-12-31 |
First Command Financial Services, Inc.
 First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Corporate Officer/Principal | 2011-12-31 |
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Training of Terri Kallsen
| University of Wisconsin | Graduate Degree |
| College of Saint Benedict | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Private companies | 10 |
|---|---|
Thrivent Financial for Lutherans
 Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Finance |
United Services Automobile Association
 United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Commercial Services |
Charles Schwab Trust Co. /Old/
 Charles Schwab Trust Co. /Old/ Regional BanksFinance Charles Schwab Trust Co. /Old/ is a company based in San Francisco, CA. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Finance |
Charles & Helen Schwab Foundation
Charles & Helen Schwab Foundation Miscellaneous Commercial ServicesCommercial Services Charles & Helen Schwab Foundation provide social activity services. It is a private, nonprofit organization that helps parents of children who struggle with learning. Through the Schwab Learning program, the foundation aspires to help kids with learning and attention problems. The company was founded in 1989 and is headquartered in San Mateo, CA | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
Wealth Enhancement Group LLC
Wealth Enhancement Group LLC Investment ManagersFinance Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN. | Finance |
The Wealth Enhancement Group, Inc.
The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Finance |
Rise Growth Partners
Rise Growth Partners Investment ManagersFinance Rise Growth Partners (Rise Growth Partners) is a private equity firm founded in 2023. The firm is headquartered in Austin, Texas. | Finance |
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