Anderson Kellerman, financial advisor Gig Harbor WA
90 score

Anderson Kellerman

CRD Number: 6191390
Current Firm: Phase 2 Wealth Advisors LLC

Anderson Kellerman (CRD# 6191390) is an Investment Advisor Representative working at Phase 2 Wealth Advisors LLC in Gig Harbor, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Phase 2 Investments, LLC Gig Harbor, WA Apr 2017 - Current 1
Usa Financial Securities Ada, MI May 2013 - Current 5
Phase Ii Financial, LLC Gig Harbor, WA Apr 2013 - Current 5
Merck & Co, Inc. Gig Harbor, WA Jun 2002 - Aug 2014 12
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Anderson R. Kellerman
Phone Number: 253-509-0390
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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