Our Qualifications
Terry Backhaus
Certified Financial Planner
Investment Advisor Representative
Registered Principal
Background and Experience
BS at University of Wisconsin
MS at McNeese State University
20+ years of work in the Financial Services Area
Licenses
Certified Financial Planner (CFP)
Securities Licenses: Series 7
Series 66
Series 24
Insurance: Life and Health
Current Memberships
Board Member of Beauregard Co-op (BECI)
Chairman of Audit Committee (BECI)
Sulphur Rotary
Chamber Southwest
During the 30+ years that I have lived in Southwest Louisiana, I have been very active in our community. Whether it’s in the boardroom or as a coach for a youth soccer team, I strongly believe in contributing to the community that I live and work in
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