Roger Anderson (CRD# 1261118) is an Investment Advisor Representative working at The Capital Advisory Group Advisory Services, LLC in Bloomington, MN and has over 38 years of experience in the finance industry. Roger Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Jun 2016 - Current | 7 |
| Roger A Anderson Inc. | Bloomington, MN | Apr 2015 - Current | 9 |
| The Capital Advisory Group Advisory Services, LLC | Bloomington, MN | Apr 2011 - Current | 13 |
| Machtig & Associates Insurance Services LLC | Bloomington, MN | Apr 2010 - Current | 14 |
| The Capital Advisory Group, LLC | Bloomington, MN | Apr 2010 - Current | 14 |
| Investors Capital Corp. | Lynnfield, MA | Aug 2009 - Jul 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- MN
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Total Assets Under Management277MILLIONS
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Total Number of Accounts1,132ACCOUNTS
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Average Account Value$244,794
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IL, LA, MA, ME, MN, MO, NC, NE, NH, NJ, OR, TX, WA, WI
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