Aaron Terwedo has been Managing Member, Vice President - Financial Planning of TFS Advisors since January 2019, is a control person of the firm and directly owns between 50% and 75% of it. Aaron Terwedo holds an Associate's degree in Criminal Justice from Mesa Community College.
TFS Advisors, LLC is an Edmonds, WA firm with $161M under management, 151 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Aaron Terwedo is Partner and Financial Advisor of TFS Advisors, LLC, based in Edmonds, WA. He specializes in retirement planning, social security optimization, and special needs planning. He entered the US Army at 19 and served for eight years, then worked at a VA counseling center in Mesa, Arizona.
Aaron Terwedo’s longest registration is the current one, 9 years at TFS Advisors since 2017.
- FSC Securities Corporation– · 4 yearsEdmonds, WA · Adviser representative · Firm CRD 7461
Professional designations
Listed by TFS Advisors
- ChFC®
- ChSNC®
- CSA
- FPQP®
- NSSA®
Investment adviser representative registrations
Aaron Terwedo is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2017; the most recent is Texas, in September 2019.
- ArizonaSince 3 April 2019
- TexasResidentSince 23 September 2019
- WashingtonSince 7 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 June 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 April 2017 |
| Series 7 | General Securities Representative Examination | 7 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Matthew Terwedo
- CRD
- 6163090
- Firm
- TFS Advisors · CRD 167653
- Role
- Managing Member, Vice President - Financial Planning
- Office
- 100 2ND AVE S., SUITE 300, Edmonds, WA 98020
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tfsadvisors.com
Where does Aaron Terwedo work?
Aaron Terwedo has been Managing Member, Vice President - Financial Planning of TFS Advisors, LLC since January 2019, and is a control person of the firm.
Is Aaron Terwedo a financial advisor?
Yes. Aaron Terwedo has a current investment-adviser registration in Arizona, Texas and Washington, through TFS Advisors since September 2017.
How many years of experience does Aaron Terwedo have?
Aaron Terwedo has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Aaron Terwedo passed?
Aaron Terwedo has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2015. FINRA credited Aaron Terwedo with the SIE, which began in October 2018.
Where is Aaron Terwedo based?
Aaron Terwedo’s registered office is in Edmonds, WA.
Is Aaron Terwedo registered with FINRA?
No. Aaron Terwedo has no current broker registration.
How can I verify Aaron Terwedo’s record?
Search CRD 6163090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Terwedo’s full registration record.
