BBB Business Review
BBB Accredited Business since
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Certified Financial Planner (CFP®), Investment Advisor Representative; Independent Financial Planning, Estate Planning, Retirement Planning, Income Planning, Wealth Transfer Planning.
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A BBB Accredited Business since
BBB has determined that Investment Answers, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Investment Answers, LLC include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
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This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Kentucky Department of Insurance
215 W. Main Street, Frankfort KY 40601
Phone Number: (800) 595-6053
Fax Number: (502) 564-2669
FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY
1735 K STREET, Washington DC 20006
Phone Number: 301-590-6500
Type of Entity
Limited Liability Company (LLC)
Business ManagementMrs. Kelly Terlau, COO Mr. R. Travis Terlau, Founder, CEO Ms. Amy Lindroth, Client Relations Manager
FINANCIAL PLANNING CONSULTANTS STOCK & BOND BROKERS RETIREMENT PLANNING SERVICE MUTUAL FUNDS INVESTMENT SEMINARS INVESTMENT SECURITIES INVESTMENT MANAGEMENT SERVICES INVESTMENT ADVISORY SERVICE INSURANCE-VIATICAL/LIVING TRUST, LIFE INSURANCE-LONG TERM CARE INSURANCE-LIFE INSURANCE SERVICES INSURANCE CONSULTANTS FINANCIAL SERVICES ESTATE PLANNING & MANAGEMENT CONSULTANT-STRATEGIC PLANNING ADULT & CONTINUING EDUCATION
Products & Services
Investment Answers, LLC offers the following product(s): •401(k) Management, •Bonds, •CDs/Index CDs, •Estate Planning, •Exchange-Traded Funds, •Financial Planning, •Fixed Annuities, •Income Planning, •Index Accounts, •Insurances (Life, Long Term Care, Disability), •Managed Portfolios, •Mutual Funds, •REITs, •Retirement Planning, •Stocks, •Unit Investment Trusts, •Variable Annuities
Company creates investment Portfolios based on specific goals and needs with recommendations based risk tolerances working with Certified Financial Planners (CFP®) and Investment Advisor Representatives because their licensing and restrictions benefit and protect you, the investor.
Additional Tradenames, Addresses & Phone Numbers
Mr. Terlau the CEO of Invesment Answers has been associated with Brookstone Financial, LLC, formerly known as New Covenant Retirement since 2005 as an advisor. Investment Answers became Incorporated in April 2011 as a separate LLC
Kentucky Insurance License #600430Indiana Insurance License #512770Certified Financial Planners(CFP®)#158043