Terra Penner has been an investment adviser representative at Disciplined Investors since June 2024, and is not listed among the firm’s executive officers or direct owners.
Disciplined Investors, L.L.C. is a Waco, TX firm with $942M under management, 528 clients and 8 advisers in one office, as of its March 2026 filing.
- – present · 2 yearsWaco, TX · Adviser representative · Firm CRD 114614
Investment adviser representative registrations
Terra Penner is registered as an investment adviser representative in Texas, since June 2024.
- TexasSince 12 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Terra Beth Penner
- CRD
- 7848299
- Firm
- Disciplined Investors · CRD 114614
- Office
- 100 NORTH 6TH STREET, SUITE 500, Waco, TX 76701
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Terra Penner work?
Terra Penner is an investment adviser representative registered through Disciplined Investors, L.L.C. since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Terra Penner a financial advisor?
Yes. Terra Penner has a current investment-adviser registration in Texas, through Disciplined Investors since June 2024.
How many years of experience does Terra Penner have?
Terra Penner has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Terra Penner passed?
Terra Penner passed the Series 65 in June 2024.
Where is Terra Penner based?
Terra Penner’s registered office is in Waco, TX.
Is Terra Penner registered with FINRA?
No. Terra Penner has no current broker registration.
How can I verify Terra Penner’s record?
Search CRD 7848299 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terra Penner’s full registration record.
