JA
CFP · ChFC
JA
CFP · ChFC

John Anderson

16 Years of Experience
Colorado Springs, CO
BrokerSells Insurance

John Anderson is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 16 years of industry experience. John 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

12325 Oracle Blvd., Suite 121, Colorado Springs, CO, 80921

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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

John owns RT Course Wealth Management and dedicates full-time hours to it, providing securities investments and various insurance products. He also works as an insurance agent selling fixed insurance products for various companies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
August 2010 - February 2025 · 14 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
March 2010 - February 2025 · 14 yrs 11 mos
State Registrations28 states
AKALARAZCACOFLIDKYMIMOMSMTNCNENJNMNVNYOHPASCSDTXUTVAWAWI
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.