Terri Hinrichs has been an investment adviser representative at Global Wealth Strategies and Associates since June 2022, and is not listed among the firm’s executive officers or direct owners.
Global Wealth Strategies and Associates, LLC is a Denver, CO firm with $457M under management, 925 clients and 9 advisers across 2 offices, as of its May 2026 filing.
Terri Hinrichs is Insurance & Estate Specialist at Global Wealth Strategies & Associates. She leads client onboarding, document execution and ongoing plan maintenance, and is a credentialed remote notary. She joined the firm after 17 years operating her own planning practice.
Terri Hinrichs’ longest registration was 8 years at Ameriprise Financial Services, Inc. (1999–2007). Before joining Global Wealth Strategies and Associates in 2022, Terri Hinrichs was registered through Ameriprise Financial Services, Inc.
- – present · 4 yearsDenver, CO · Adviser representative · Firm CRD 316072
- Ameriprise Financial Services, Inc.– · 8 yearsWestminster, CO · Adviser representative · Firm CRD 6363
Professional designations
Listed by Global Wealth Strategies and Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Special Needs Consultant (ChSNC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Terri Hinrichs is registered as an investment adviser representative in Colorado, since June 2022.
- ColoradoSince 7 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 January 2000 |
| Series 7 | General Securities Representative Examination | 27 January 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 August 1988 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Terri Lee Hinrichs
- CRD
- 1856892
- Firm
- Global Wealth Strategies and Associates · CRD 316072
- Office
- 3200 CHERRY CREEK SOUTH DRIVE, SUITE 280, Denver, CO 80209
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gwsa.us
Where does Terri Hinrichs work?
Terri Hinrichs is an investment adviser representative registered through Global Wealth Strategies and Associates, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Terri Hinrichs a financial advisor?
Yes. Terri Hinrichs has a current investment-adviser registration in Colorado, through Global Wealth Strategies and Associates since June 2022.
How many years of experience does Terri Hinrichs have?
Terri Hinrichs has 12 years in the financial industry, since November 2013, across 2 adviser firms.
What exams has Terri Hinrichs passed?
Terri Hinrichs has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in August 1988.
Where did Terri Hinrichs work before Global Wealth Strategies and Associates?
Before Global Wealth Strategies and Associates, Terri Hinrichs was registered through Ameriprise Financial Services, Inc., January 1999 to August 2007.
Where is Terri Hinrichs based?
Terri Hinrichs’ registered office is in Denver, CO.
Is Terri Hinrichs registered with FINRA?
No. Terri Hinrichs has no current broker registration.
Is Terri Hinrichs a CFP?
Global Wealth Strategies and Associates lists Terri Hinrichs with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Terri Hinrichs’ record?
Search CRD 1856892 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terri Hinrichs’ full registration record.