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Terra Financial Planning Group Ltd (Schaumburg)


Terra Financial Planning Group Ltd is a large advisory firm based in Schaumburg. It manages $1.2 billion of regulatory assets for 4,677 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Terra Financial Planning Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Terra Financial Planning Group: assets under management

The assets under management (AUM) of Terra Financial Planning Group Ltd is $1.2 billion. The firm's AUM has grown by 361% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Terra Financial Planning Group Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Terra Financial Planning Group Ltd

James Joseph Buddle has been acting as President since 1 Jun 1998. General Electric Capital Corporation joined the executive team most recently as the Shareholder Common.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Norbert Mac Mindel Director, evp & coo 1 Nov 1983 Other 1254630
David Stephen Reedy Chairman, pres. & ceo 1 Nov 1983 Other 1037099
Howard Shane Kite Svp 1 Jan 1994 Other 1017428
Inc. General Electric Capital Services Corporation 1 Jun 1998 75% - 100% 061109503
Ltd. The Terra Financial Companies Owner 1 Jun 1998 75% - 100% 36-3287737
General Electric Company Owner 1 Jun 1998 75% - 100% 140689340
James Joseph Buddle Director 1 Jun 1998 Other 1381149
Inc. Genworth Financial Investment Services Shareholder common 1 Jun 1998 75% - 100% 36-3287737
Bruce Steven Crystal Cfo 1 Feb 2001 Other 4200767
Christopher Alex Cokinis Chief compliance officer 1 Jun 2001 Other 1527389
Edward Joseph Wiles Chief legal officer 1 Jul 2001 Other 872723
Robert Thomas Methven Ceo 1 Jan 2002 Other 3004179
James Joseph Kuncl Cfo 1 Feb 2002 Other 4200752

Indirect Owners

The SEC currently registers 15 indirect owners.

Name Entity Date acquired Ownership Employer ID
General Electric Company Shareholder common 1 Dec 1995 75% - 100% 14-0689340
Inc. Ge Capital Srevices Shareholder common 1 Dec 1995 75% - 100% 06-1109503
Inc. General Electric Capital Services Shareholder common 1 Dec 1995 75% - 100% 06-1109503
Ge Capital Corporation Shareholder common 1 Nov 1996 75% - 100% 13-1500700
General Electric Capital Corporation Shareholder common 1 Nov 1996 75% - 100% 13-1500700
Inc. Ge Financial Assurance Holdings Shareholder common 1 Jun 1998 75% - 100% 54-1829180
Ge Insurance Shareholder common 1 Dec 2003 75% - 100% 72-1545331
Gna Corporation Shareholder common 1 Dec 2003 75% - 100% 91-1277112
Inc. (Ge Insurance) Gei Shareholder common 1 Dec 2003 75% - 100% 72-1545331
Ltd The Terra Financial Companies Shareholder common 1 Dec 2003 75% - 100% 36-3287737
Inc. Ge Insurance Shareholder common 1 Dec 2003 75% - 100% 72-1545331
General Electric Capital Corporation Shareholder common 1 May 2004 75% - 100% 13-1500700
Inc Genworth Financial Shareholder common 1 May 2004 75% - 100% 33-1073076
Inc. Ge Financial Assurance Holdings Shareholder common 1 May 2004 50% - 75% 54-1829180
Inc. Genworth Financial Shareholder common 1 May 2004 75% - 100% 33-1073076

Based in Schaumburg

The principal office where Terra Financial Planning Group Ltd performs its advisory services is located at 200 North Martingale Road, Schaumburg, IL 60173 2096 The mailing address of the firm is 3001 Summer Street, Stamford, CT 06905. An additional office of the firm is in Lombard, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-330-7900 or by fax 847-330-7912. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at terrafinancial.com.


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