AS
AS

Anders Olsen Storvik

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
489 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$525.9M

Fee Structure

Minimum Investment:$300K
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Location

366 W Sunset Rd, Building 4, San Antonio, TX, 78209

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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 Activities

Anders is an investment advisor at Brent Forrest & Associates, LLC, dedicating about 10-20% of his time to holistic financial planning. He is also a partner in Sunset Real Estate Partners LLC, spending minimal time operating the building his firm rents.

Employment History
Current Registrations
Wela Financial Advisory
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2018 - November 2022 · 4 yrs 9 mos
Gwn Securities INC.
July 2015 - June 2016 · 11 mos
Gwn Securities INC.Broker
July 2015 - June 2016 · 11 mos
AXA Advisors, LLCBroker
June 2014 - June 2015 · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.