Terry Balding & Associates
515 W. Main Street
Sun Prairie, WI 53590
(608) 837-9099
1-800-727-3039
FAX (608) 825-6468
tabalding@hirep.net
Securities and Investment Advisory
Services offered through
Harbour Investments, Inc.
Terry Balding & Associates - Executive
Terry Balding
· Financial Planning Association
Member
· Toastmasters International
Member
CL Competent
Leader Award May 03, 2007
CTM Competent Toastmaster Designation
February 23, 2005
· Wisconsin Planned Giving Council
Member
· 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, SD, VA.
· Registered Investment Advisor: Harbour Investments, Inc.
·
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
I have served the Chamber in many areas; I am currently 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
Terry Balding Recognized
·
Harbour Investments, Inc., Madison, WI named Terry Balding, to their Captains Club at their annual conference on September 16th at
Elkheart Lake, WI. The conference was held at the
Osthoff Resort and was attended by 178 financial services representatives. The Captains Club is an honor awarded to the top 20% of Harbour's representatives. Balding has earned this honor each of the
nine years it was awarded.
·
Terry Balding is the Founder of Terry Balding & Associates, a Financial Planning and Money Management firm located at 515 West Main Street in Sun Prairie. Balding attributes his firms' success to the individualized approach given to meet the needs of each client. Terry Balding & Associates has set the firm apart from the competition through a consistent practice of building Investment Portfolios, Estate Plans, and Comprehensive Financial Plans to the specific need of each individual client.
Terry Balding's Client Profile
Our typical client has $300,000 to $2,000,000 invested with us and relies on us for Comprehensive Financial Planning services, including Financial Planning, Retirement Planning and Estate Planning. We build close personal relationships with our clients by helping them with life’s many complicated issues.
While this is our typical client, we would be happy to assist clients of other means in meeting their financial goals.