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Chad Anderson

Anderson Wealth LLC

2500 S Power Rd Suite 223 BLDG 9

Mesa, AZ 85209

480-206-2430

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

General Information

Firm Start Year

1922

CRD#

3168404

Firm CRD#

10299

Name of Broker/Dealer

Cetera Advisors

Name of Custodial Firm

Pershing LLC

Years of Experience in Financial Services

23

Number of Years with Current Firm

2

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Advisor's Number of Planning Clients

N/A

Assets Managed by Advisor

N/A

Education

Bachelors in Social Science Education - Social Science

Valley City State University
1989 - 1993