Ted Halseth, Cfp®,Clu® Email & Phone Number

I began my securities career as a Registered Representative for Paine Webber. Seven years later, I became Regional VP for Sentinel Investments, before transitioning to a VP for Sun Trust. I joined Addison Avenue Investment Services in 2007 and currently manage over $100 million in assets. My role as a Financial Advisor is to help put clients' entire financial households in order. I do this by asking difficult questions that are essential to relationship building. When meeting with clients, we discuss life goals, relationships, kids, and health concerns—not just money and emotions on investing. As a CERTIFIED FINANCIAL PLANNER™ professional Chartered Life Underwriter® practitioner, I have the knowledge and expertise to assess a client’s financial health and support their comprehensive personal planning needs in such areas as insurance and risk management, employee benefits, retirement, estate planning and wealth management. Together, we build and monitor customized financial plans. In my 20 years of industry experience, I have the knowledge, passion, and integrity to help my clients reach their goals. I focus on my clients’ needs, forming relationships with them, and building value through open communication and trust. Ultimately, my goal is to position myself as an indispensable resource for clients. I am a graduate of Wichita State University with Bachelor of Arts degrees in Business and Economics.

Listed skills include Retirement Planning, Retirement, Strategic Financial Planning, Estate Planning, and 5 others.