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Chad Anderson

Anderson Wealth LLC

2500 S Power Rd Suite 223 BLDG 9

Mesa, AZ 85209


Helping clients achieve and protect their financial dreams

About Anderson Wealth LLC

Anderson Wealth LLC is an independent financial services company. Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Today's busy lifestyles and ever-changing financial marketplace it's more important than ever to work with a trusted and experienced financial professional. Chad Anderson and Anderson Wealth can provide the knowledge, experience, and the solutions to reach your financial goals. With over 23 years of financial planning experience, we understand the challenges our clients face and how to overcome them

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General Information

Firm Start Year


No. of Employees




Firm CRD#


Name of Broker/Dealer

Cetera Advisors

Name of Custodial Firm

Pershing LLC

Years of Experience in Financial Services


Number of Years with Current Firm


Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Advisor's Number of Planning Clients


Assets Managed by Advisor



Bachelors in Social Science Education - Social Science

Valley City State University
1989 - 1993

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures