# Teriann Kruse

> Teriann Kruse is a fee-only financial advisor at Tandem Views Investment Services in Lake Oswego, Oregon, who holds the CFP credential. Tandem Views Investment Services reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/teriann-kruse/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tandem Views Investment Services
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $7.6M across 35 accounts
- **Credentials:** CFP
- **CRD:** 5794629 (https://adviserinfo.sec.gov/individual/summary/5794629)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (2010), Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://tandemviews.com/

## Frequently asked questions

### Is Teriann Kruse a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Teriann holds no broker registration, and Tandem Views Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Teriann charge for financial advice?

Teriann's firm, Tandem Views Investment Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Teriann Kruse based?

Teriann Kruse is based in Lake Oswego, Oregon.

### What credentials does Teriann Kruse hold?

Teriann Kruse holds the CFP credential.

### Is Teriann Kruse registered with the SEC?

Yes. Teriann Kruse is registered as an investment adviser representative in OR (CRD 5794629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tandem Views Investment Services manage?

Tandem Views Investment Services reports $7.6M across 35 accounts in assets under management.

### How do I contact Teriann Kruse?

Through Teriann's website, tandemviews.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5794629): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.