Wealth Management Rep
Mr. Anderson is primarily responsible for forming retirement plan solutions, servicing retirement plans and managing privately managed money accounts. He holds Series 6,7,24 and 66 securities licenses, as well as a life and health insurance producers’ license in California, Iowa, and Florida. Mr. Anderson holds the Accredited Investment Fiduciary® (AIF®) professional designation. He has more than 30 years in retirement plan administration, securities management, brokerage, and corporate finance.