Heather Anderson
Heather Anderson is a registered investment advisor at LPL Financial LLC, based in Loveland, CO, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1905 W. 8th Street Ste. 200, Loveland, CO, 80537
Get directionsHistory
Regulatory History (1)
Criminal
October 1982Other Business ActivitiesSells Insurance
Heather operates Wilderness Financial as a DBA for her LPL business and also as an agent for various insurance products, dedicating about 10-20% of her time to the latter. She also owns High Mountain Heather, LLC, a photography business, which is unrelated to investments and takes minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations6 states
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.