Aaron Anderson (CRD# 5134032) is an Investment Advisor Representative working at Fit Wealth Management in Englewood, CO and has over 17 years of experience in the finance industry. Aaron 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fit Asset Management | Centennial, CO | Sep 2018 - Current | 5 |
| Private Capital Management LLC | Denver, CO | Jul 2015 - Sep 2018 | 3 |
| Cobiz Wealth | Denver, CO | Jan 2015 - Jul 2015 | < 1 |
| Cobiz Wealth | Denver, CO | Nov 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- CO
- MA
- TX
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts517ACCOUNTS
-
Average Account Value$195,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, MA, TX
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