CA
ChFC
CA
ChFC

Curtis Anderson

26 Years of Experience
St George, UT
BrokerSells Insurance

Curtis Anderson is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in St George, UT, with 26 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

Plaza Bldg # 2 Ste 401, 1060 S Main St, St George, UT, 84770

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Curtis may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also employed by a civil engineering firm and serves as a Bishop, dedicating about 10-20% of his time to the latter.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2015 - Present · 11 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
December 1999 - Present · 26 yrs 5 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
March 2000 - January 2002 · 1 yr 10 mos
State Registrations3 states
CANVUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.