Terri Kallsen
Chief Operating Officer at The Wealth Enhancement Group, Inc.
Terri Kallsen active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Private Equity Investor | 2023-10-15 | - |
Career history of Terri Kallsen
Former positions of Terri Kallsen
| Companies | Position | Start | 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 | 2020-09-15 | 2023-06-30 |
| CHARLES SCHWAB | Public Communications Contact | 2013-12-31 | 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 | 2013-12-31 | 2018-12-31 |
| Corporate Officer/Principal | 2011-12-31 | 2013-12-31 | |
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 | 2008-12-31 | 2011-12-31 |
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Training of Terri Kallsen
| University of Wisconsin | Graduate Degree |
| College of Saint Benedict | Undergraduate Degree |
Statistics
International
| United States | 15 |
Operational
| Corporate Officer/Principal | 5 |
| Director/Board Member | 4 |
| Chief Operating Officer | 2 |
Sectoral
| Finance | 9 |
| Commercial Services | 4 |
| Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
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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