SA
SA

Scott Robert Anderson

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
779 clients
Average Client Portfolio
$735K average
Assets Under Management
$572.6M

Fee Structure

Minimum Investment:$250K
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Location

423 South Cascade Avenue, Colorado Springs, CO, 80903

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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

Scott works as a financial advisor at Altus Wealth Group, dedicating full-time hours to financial planning and client service. He also works as an agent for PKS Financial selling fixed/traditional insurance products, taking about a quarter of his time, and as a broker of record for Lincoln Financial Group selling group disability insurance, dedicating a few hours per week.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2020 - Present · 6 yrs 1 mo
Altus Wealth Group, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
May 2014 - November 2019 · 5 yrs 6 mos
Morgan Stanley
May 2014 - November 2019 · 5 yrs 6 mos
First Command Financial Planning, INC.
April 2012 - January 2014 · 1 yr 9 mos
First Command Financial Planning, INC.Broker
January 2012 - January 2014 · 2 yrs
State Registrations5 states
CACOFLMNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Scott Robert Anderson - Financial Advisor | TrueAdvisor