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Nathan Anderson

2 Years of Experience
Sandy, UT
BrokerSells Insurance

Nathan Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandy, UT, with 2 years of industry experience. Nathan 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

9815 S Monroe St, Ste 550, Sandy, UT, 84070

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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

Nathan is an insurance agent/broker with Co-Op Insurance Agency, selling fixed insurance products, and with RF Brokerage, selling group insurance. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
July 2023 - August 2023 · 1 mo
Securian Financial Services, INC.Broker
June 2023 - August 2023 · 2 mos
State Registrations6 states
AZDEIDOHORUT
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.