BA
BA

Brett Anderson

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
11,592 clients
Average Client Portfolio
$159K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K
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Location

2210 E. 52nd Street, Davenport, IA, 52807

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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

Brett works for The Advisory Group providing administrative and trade support, dedicating full-time hours to this role. Brett is also an independent insurance agent selling life insurance and fixed annuities, spending minimal time on this activity.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
October 2025 - Present · 4 mos
Alphastar Capital Management
October 2025 - Present · 4 mos
Previous Registrations
Planmember Securities Corporation
May 2025 - October 2025 · 5 mos
Planmember Securities CorporationBroker
May 2025 - October 2025 · 5 mos
LPL Financial LLC
July 2021 - May 2025 · 3 yrs 10 mos
LPL Financial LLCBroker
July 2021 - May 2025 · 3 yrs 10 mos
Waddell & Reed
July 2021 - July 2021 · 0 mos
Waddell & ReedBroker
May 2021 - July 2021 · 2 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.