Advisor at Threshold Compass Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Threshold Compass Strategies, Inc.
Location
Sheboygan, WI 53081
Credentials
Series 66
Industry experience
13 years
Teresa Mcalpine is a financial advisor with LPL Financial and holds a Series 66 credential. She has 13 years of industry experience, including prior roles at INVEST Financial Corporation and Threshold Compass Strategies, Inc., where she currently provides financial planning and consulting services. Teresa is also the author of a book titled "Financial Wealthstyle Archetypes." LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.
Based on Threshold Compass Strategies, Inc.
Based on Threshold Compass Strategies, Inc.
Financial planning flat fee $1,800 - $4,500; Ongoing financial planning flat fee $300 - $2,000 per year; Seminar fee $50 (may be waived)
Registered representative of LPL Financial, LLC receiving commissions for securities and insurance sales
$300 to $500 per hour for financial planning services
Fee-only: Hourly fee: $300 to $500 per hour; Fixed fee: $1,800 to $4,500 for financial planning; Ongoing flat fee: $300 to $2,000 per year
1407 N 8 Th St, Ste 204
Sheboygan, WI 53081
Texas · Wisconsin
Threshold Compass Strategies Inc
2025 - Present (1 year)
LPL Financial
2018 - Present (8 years)
INVEST Financial Corporation
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
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