SA
SA

Scott Anderson

13 Years of Experience
BrokerSells Insurance

Scott Anderson is a registered investment advisor, based in Colorado Springs, CO, with 13 years of industry experience.

Location

423 South Cascade Avenue, Colorado Springs, CO, 80903

Get directions

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.

Learn about disclosures →
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 3 mos
Altus Wealth Group, LLC
November 2019 - Present · 6 yrs 5 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

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.