Terry Balding

Certified Financial Planner (CFP™)

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.

It isn’t just his knowledge and expertise sets Terry apart from other advisers. His clients like to work with him because of the personal relationship and trust that Terry has built with his clients over time. He is a valued Advisor and a friend who cares.

When he gets away from the office, Terry is an avid outdoor sportsman. If you want to talk about what’s biting at area fishing holes, you may want to plan a little extra time to talk about fishing during your next visit.

Professional Data
  • Financial Planning Association
  • Wisconsin Planned Giving Council
  • 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
  • Insurance
    Licensed in all lines, but restrict sales to Life, Health and Disability Insurance. Licensed in 1980.
    Independent Agent offering coverage from several companies
    Licensed in the following states: WI
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
  • American Marketing Association, Madison, Wisconsin
    Past President
  • Sun Prairie Optimist Club
    Past President
  • Sun Prairie Business & Education Partnership
  • Columbus Sportsman’s Association
    Member & Instructor


Ready to Start Planning Your Future?