Matthew Anderson, financial advisor Anchorage AK

Matthew Anderson

CRD Number: 2894797
Current Firm: Bright Road Wealth Management, LLC

Matthew Anderson (CRD# 2894797) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and has over 24 years of experience in the finance industry.

Similar Advisors
Jayson Owens, CFP®, financial advisor Anchorage AK
Jayson Owens, CFP®
CRD# 6618470
Bright Road Wealth Management, LLC
Similar Advisors
Kim Aasand, financial advisor Anchorage AK
Kim C. Aasand
CRD# 5638390
Securities America Advisors, Inc.
Similar Advisors
Chad Adams, financial advisor Anchorage AK
Chad Adams
CRD# 4945927
Ubs Financial Services Inc.
Company Name Location Dates Years
First National Bank Alaska Anchorage, AK Jan 2014 - Apr 2018 4
Key Private Bank Anchorage, AK May 2011 - Dec 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S66 NASAA Uniform Combined State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Apr 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew W. Anderson
Phone Number: (907) 339-1555
Registered State(s):
  • AK
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    865
    ACCOUNTS
  • Average Account Value
    $172,082
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.