Chad Anderson

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About Chad Anderson

My family and I are originally from North Dakota. Myself I grew up in the small town of Lamoure, ND. We've lived in Arizona for the past 18 years. I've been married to my wife Kelly for over 28 years and we have 3 grown sons. I started in the financial services industry in the late 90's and I have been helping clients plan and prepare for retirement for over 23 years. Today at Anderson Wealth we focus on our clients and what matters most to them. What makes us unique is we listen to our clients and provide solutions that work best for them, not for us. At Anderson Wealth our clients are friends not numbers. We specialize in retirement planning and tax -free wealth accumulation strategies with an emphasis on downside protection. As a financial advisor I've built a career and reputation of building long term relationships with my clients as their trusted financial expert.

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General Information

Firm Start Year

2021

No. of Employees

CRD#

3168404

Firm CRD#

10299

Name of Broker/Dealer

Cetera Advisors

Name of Custodial Firm

Pershing LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Advisor's Number of Planning Clients

Assets Managed by Advisor

Education

Bachelors in Social Science Education - Social Science

Valley City State University
1989 -1993

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890747/paladinregistry-Anderson-Wealth-LLC-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Anderson Wealth LLC