BBB Accredited Business Profile

Investment Answers, LLC

Investment Answers, LLC

(502) 690-3434

Investment Answers, LLC

10 years in business
4205 Springhurst Blvd., Suite#102
Louisville, KY 40241
Fax Numbers
  • (502) 690-3437
Additional Phone Numbers
  • (855) 741-8747
Additional Email Addresses
  • info@investmentanswers.net
BBB File Opened: 11/09/2011
Business Started: 10/01/2006
Business Incorporated: 04/25/2011 in KY
Type of Entity
Limited Liability Corporation
Business Management
  • Mrs. Kelly Terlau, COO
  • Ms. Amy Lindroth, Client Relations Manager
  • Mr. R. Travis Terlau, Founder, CEO
Contact Information
  • Principal: Mr. R. Travis Terlau, Founder, CEO
  • Customer Service: Mrs. Kelly Terlau, COO
Business Category
  • Financial Planning Consultants
  • Insurance - Life
  • Insurance - Long Term Care
  • Insurance Consultants
  • Investment Advisory Service
  • Investment Securities
  • Mutual Funds
  • Retirement Planning Service
  • Stock & Bond Brokers
  • Insurance Services
  • Insurance - Viatical
  • Financial Services
  • Investment Seminars
  • Consultant - Strategic Planning
  • Estate Planning & Management
  • Adult & Continuing Education

Additional Information
  • 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 ...
  • 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.                      
  • 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

Products & Services
•Stocks, •Bonds, •CDs/Index CDs, •Mutual Funds, •Exchange-Traded Funds, •Index Accounts, •Retirement Planning, •Estate Planning, •Managed Portfolios, •REITs, •Unit Investment Trusts, •Variable Annuities, •Fixed Annuities, •Financial Planning, •Insurances (Life, Long Term Care, Disability), •401(k) Management, •Income Planning
Licensing, Bonding or Registration
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.
Kentucky Insurance License #600430Indiana Insurance License #512770Certified Financial Planners(CFP®)#158043

A+

Overview

Certified Financial Planner (CFP®), Investment Advisor Representative; Independent Financial Planning, Estate Planning, Retirement Planning, Income Planning, Wealth Transfer Planning.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Investment Answers, LLC

Investment Answers, LLC

BBB ACCREDITED SINCE 10/01/2006

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