Clay Anderson- Financial Advisor Olney Springs, CO

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About Clay Anderson

ABILITY / TRANSPARENCY / INTEGRITY Clay Anderson leads all investment activities for the firm and has overseen over $800M in investments across multiple continents for a number of clients and corporations in diverse industries. He has multiple degrees in finance from the University of Colorado and also holds a CFA charter. Clay grew up on a large cattle ranch in southeastern Colorado and remains active in its operation. He splits his time between Colorado and Florida with his wife, Lauren (a Pensacola native), and three children.

See Disclosures

General Information

Firm Start Year

2007

No. of Employees

CRD#

5268282

Firm CRD#

142583

Name of Broker/Dealer

Shareholder Services Group

Name of Custodial Firm

Pershing

States Licensed in

CO, FL

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Professional investor with diverse international experiences in M&A and strategic finance that influences custom financial solutions for individuals, either planning for or already in retirement. - Director, Ascendance Wealth (FEB-2007 to current) - CFO, ACI Learning (APR-2021 to current) - CFO, Hoonuit (FEB-2017 to NOV-2020) - CFO, TeamQuest (SEP-2015 to DEC-2016)

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

50000000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$50000000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

1.00%

Hourly Rate

$250

Minimum Fee Charged for Managed Accounts

$1,000

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

BSBA - Finance

University of Colorado
08/01/1997 -05/31/1999

MBA - Finance

University of Colorado
01/01/1999 -05/31/2000

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890212/paladinregistry-Ascendance-Wealth-detailed-disclosure.html

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Paladin Research Report For:

Clay Anderson

Ascendance Wealth