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Anshu Thakur

19 Years of Experience
Clackamas, OR
Broker

Anshu Thakur is a registered investment advisor at Cetera Investment Advisers LLC, based in Clackamas, OR, with 19 years of industry experience. Anshu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8800 SE Sunnyside Rd Suite 111N, Clackamas, OR, 97015

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Anshu is a partner in Weststar Financial Group, LLC, a shell company, and a financial professional/part owner of Weststar Prosperity Group, a financial services business, dedicating about a quarter of their time. Anshu also owns Act 5 LLC, a holding company, and jointly owns a rental property.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2008 - June 2021 · 13 yrs 5 mos
Voya Financial Advisors, INC.Broker
May 2007 - June 2021 · 14 yrs 1 mo
Waddell & Reed, INC.
August 2006 - May 2007 · 9 mos
Waddell & Reed, INC.Broker
March 2006 - May 2007 · 1 yr 2 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.