Teriann Kruse
Tandem Views Investment Services · Lake Oswego, Oregon
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.
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Facts
| Firm | Tandem Views Investment Services |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7.6M across 35 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 5794629 |
| Exams passed | Series 63 (2010) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tandemviews.com |
How Teriann's firm compares
- Tandem Views Investment Services's average account is about $217,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Teriann
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.
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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