Phyllis Anderson is a registered investment advisor, based in Ortonville, MN, with 35 years of industry experience.
Location
121 NW 2nd Street, Ortonville, MN, 56278
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phyllis manages all aspects of Anderson Tax & Accounting, P.A., including hiring, firing, taxes, and payroll services, taking nearly full-time. She also performs bookkeeping and management tasks for Lake Road Lodge LLC, a rental property, dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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