Michael Terrien
West Loop Financial · Chicago, Illinois
Michael Terrien is a fee-only financial advisor at West Loop Financial in Chicago, Illinois. West Loop Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | West Loop Financial |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $45.2M across 100 accounts |
| SEC registration | Investment adviser representative in IL, MI, TX, WI · CRD 6383628 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.westloopfinancial.com |
| Profile |
How Michael's firm compares
- West Loop Financial's average account is about $452,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Michael
Is Michael Terrien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and West Loop Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, West Loop Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Terrien based?
Michael Terrien is based in Chicago, Illinois.
Is Michael Terrien registered with the SEC?
Yes. Michael Terrien is registered as an investment adviser representative in IL, MI, TX and WI (CRD 6383628), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does West Loop Financial manage?
West Loop Financial reports $45.2M across 100 accounts in assets under management.
How do I contact Michael Terrien?
Through Michael's website, www.westloopfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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