Terry Vandelinde has been President/CCO of VIP Planners since May 1985, is a control person of the firm and directly owns 75% or more of it. Terry Vandelinde studied at the University of Nebraska.
Vip Planners, Inc. is a Roanoke, VA firm with $126M under management, 209 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Terry VandeLinde is Founder of VIP Planners, Inc. and has been managing the firm since 1985. He has conducted seminars for organizations and associations on financial planning, charitable gifting and estate planning, and has taught courses with the Roanoke County Schools Adult Education program. He has also published articles for newsletters and magazines.
- Vip Planners, Inc.Current– present · 35 yearsRoanoke, VA · Adviser representative · Firm CRD 111946
Professional designations
Listed by VIP Planners
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Terry Vandelinde is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 1991; the most recent is Texas, in November 2025.
- North CarolinaSince 26 April 2024
- TexasResidentSince 23 November 2025
- VirginiaSince 7 February 1991
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 January 1991 |
| Series 22 | Direct Participation Programs Representative Examination | 30 October 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 December 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 August 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Terry Lee Vandelinde
- CRD
- 1146594
- Firm
- VIP Planners · CRD 111946
- Role
- President/CCO
- Office
- 1502 FRANKLIN RD., SW, Roanoke, VA 24016
- Registration
- Investment adviser registration
- In the industry since
- August 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vipplanners.com
Where does Terry Vandelinde work?
Terry Vandelinde has been President/CCO of Vip Planners, Inc. since May 1985, and is a control person of the firm.
Is Terry Vandelinde a financial advisor?
Yes. Terry Vandelinde has a current investment-adviser registration in North Carolina, Texas and Virginia, through VIP Planners since February 1991.
How many years of experience does Terry Vandelinde have?
Terry Vandelinde has 43 years in the financial industry, since August 1983, across 1 adviser firm.
What exams has Terry Vandelinde passed?
Terry Vandelinde has passed 4 licensing exams: the Series 6, Series 63, Series 22 and Series 65. The earliest, the Series 6, was passed in August 1983.
Where is Terry Vandelinde based?
Terry Vandelinde’s registered office is in Roanoke, VA.
Is Terry Vandelinde registered with FINRA?
No. Terry Vandelinde has no current broker registration.
How can I verify Terry Vandelinde’s record?
Search CRD 1146594 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Vandelinde’s full registration record.