Terry Balding, President

Terry understands that you are looking for a Wealth Management professional who is committed to keeping active within the industry, always learning and building on his expertise. This commitment to excellence in his field has been recognized by his membership in Harbour Investments' Captain's Club, honoring the top 20% of Harbour's representatives. Terry has earned this honor each year of the nine years it has been awarded.

But it isn't just his knowledge and expertise that brings Terry rave reviews. His clients like to work with him because of the personal relationship and trust that is built over time. He's there as an valued advisor and as a friend who cares.

When he gets away from the office, Terry is an avid outdoor sportsman. The office interior reflects Terry's love of Wisconsin and the outdoors through the artwork on the walls. If you want to talk about what's biting at area fishing holes, you may want to plan a little extra time to talk fishing during your next visit.

Professional Data

• Financial Planning Association
  Member
• Wisconsin Planned Giving Council
  Member
• Toastmasters International
  CL Competent Leader Award, May 3, 2007
  CTM Competent Toastmaster Designation, February 23, 2005
• Madison Financial Planning Association
  Chairman of the Board of Directors, 2000
• Madison Society of the Institute of Certified Financial Planners (ICFP™)
  Chairman, 1999
  President, 1997 - 1998
  Vice-President, 1995 - 1996
  Treasurer, 1993 - 1994
• The College for Financial Planning
  CFP™ Professional Education Program, July 24, 1992
  Certified Financial Planner, August 3, 1992

Licenses

• Securities
  Registered representative Harbour Investments, Inc., Madison, WI
  Licensed in 1982
  Licensed in the following states: WI, IL, FL, AZ.
• Registered Investment Advisor: Wisconsin Wealth Advisors, LLC
• Insurance
  Licensed in all lines, but restrict sales to Life, Health and Disability Insurance. A major part of this business being Employee Benefits.
  Licensed in 1980
  Independent Agent offering coverage from several companies
  Licensed in the following states: WI, AZ

Community Involvement

• Calvary Baptist Church, Sun Prairie, Wisconsin
  Member since 1981
  The instruction I have received has improved every aspect of my life
• Sun Prairie Chamber of Commerce
  Member & Volunteer since 1981
  Serving as a member of the Seminar Committee and Ambassadors Club
• The Colonial Club, Sun Prairie, Wisconsin
  Manage the Endowment Fund
• American Marketing Association, Madison, Wisconsin
  Past President
• Sun Prairie Optimist Club
  Member
  Past President
• Sun Prairie Business & Education Partnership
  Member
• Yahara Fishing Club
  Member