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Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® Email & Phone Number
Associate Private Wealth Advisor
at
Freedom Wealth Advisors
1 work email found
@freedom-wealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Associate Private Wealth Advisor
Location
Ames, Iowa, United States
Company size
Who is Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®? Overview
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Quick answer
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® is listed as Associate Private Wealth Advisor at Freedom Wealth Advisors, a company with 13 employees, based in Ames, Iowa, United States. AeroLeads shows a work email signal at freedom-wealth.com and a matched LinkedIn profile for Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®.
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® previously worked as Associate Private Wealth Advisor - Freedom Wealth Advisors at Northwestern Mutual and Commercial and Personal Lines Insurance Producer at Brooks-Lussem Clem Insurance. Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® holds College Of Business, Bachelor Of Science (Bs) - Finance from Iowa State University.
Company email context
Email format at Freedom Wealth Advisors
This section adds company-level context without repeating Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®'s masked contact details.
*@freedom-wealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®. Compare company email patterns before reaching out.
Profile bio
About Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®
I help clients achieve financial freedom. Meeting them where they are on their financial journey is the cornerstone to delivering a personalized roadmap to make informed decisions about themselves, their family or business. As an Associate Private Wealth Advisor, backed by a firm with leading products and services, I bring over 20 years of financial services experience.My life experience has afforded me the opportunity to take fear and uncertainty out of financial decision-making, with empowering and exciting outcomes. I’ve learned that small changes can make a big difference. Earning trust from clients through education and inspiration keeps them in the driver’s seat of their financial destiny.Outside of work, I mentor young adults to make well-informed financial decisions. I also apply bring financial expertise to my small rental property business and family farm partnership. I love gathering with family, supporting local Ames businesses, exercising, and traveling to Florida.
Current workplace
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Freedom Wealth Advisors
4 roles
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® work experience
A career timeline built from the work history available for this profile.
Associate Private Wealth Advisor - Freedom Wealth Advisors
I specialize in handling unique client needs that come with managing wealth. This includes merging existing investment accounts, wealth distribution strategies, and maximizing portfolio tax efficiency. I work with individuals, families and businesses to deliver services and solutions that help build, protect, and manage wealth. I thrive when educating.
Commercial And Personal Lines Insurance Producer
Brooks-Lussem Clem Insurance
I negotiated appropriate insurance coverage and premiums between insured and insurer, including flexible options to meet unique client needs. I represented and produced sales for multiple insurance companies and provided clients with an independent lens to source the best value and fit.
Jan 2003 - Sep 2006
Personal Lines Insurance Producer
Rust Agency
I quoted new business and processed applications, policies, endorsements, and claims. I exceeded sales goals with an exceptional close ratio, while establishing an ongoing rapport with clients.
Jan 2000 - Jan 2003
2 education records
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® education
College Of Business, Bachelor Of Science (Bs) - Finance
Cfp®, Clu®, Chfc®, Ricp®, Wmcp®
FAQ
Frequently asked questions about Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®
Quick answers generated from the profile data available on this page.
What company does Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® work for?
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® works for Freedom Wealth Advisors.
What is Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®'s role at Freedom Wealth Advisors?
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® is listed as Associate Private Wealth Advisor at Freedom Wealth Advisors.
What is Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®'s email address?
AeroLeads has found 1 work email signal at @freedom-wealth.com for Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® at Freedom Wealth Advisors.
Where is Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® based?
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® is based in Ames, Iowa, United States while working with Freedom Wealth Advisors.
What companies has Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® worked for?
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® has worked for Freedom Wealth Advisors, Northwestern Mutual, Brooks-Lussem Clem Insurance, and Rust Agency.
How can I contact Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp®?
You can use AeroLeads to view verified contact signals for Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® at Freedom Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® attend?
Teresa Halstead, Cfp®, Clu®, Chfc®, Ricp®, Wmcp® holds College Of Business, Bachelor Of Science (Bs) - Finance from Iowa State University.
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