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Michael Anderson

Advisor at Cetera

Updated today

Location

Alto, NM

Credentials

Series 63, Series 65

Industry experience

32 years

About

Michael Anderson is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera since 1999. Outside of his advisory role, Anderson is the sole proprietor of a CPA firm, which he has owned since 1987. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, employing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Alto, NM

Most active in

New Mexico

Work history

Cetera

1999 - Present (27 years)

Cetera Financial Specialists LLC

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Walker S

Series 63, Series 65

Ruidoso, NM

Stonebridge Capital Management NW, LLC

Walker Sandlin is a financial advisor at Stonebridge Capital Management NW, LLC with 21 years of industry experience. He has been with Stonebridge since 2008. Sandlin holds Series 63 and Series 65 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services primarily to individuals, high net worth clients, and charitable institutions. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies, emphasizing professional judgment and discretionary trading authority.

Active portfolio management Passive / index investing Options & derivatives strategies

Amanda B

CFP®, ChFC®, Series 66

Ruidoso, NM

Edward Jones

Amanda Barleen is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to her career in financial advising, she worked in education from 2007 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a range of investment strategies and affiliated financial services.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Julia M

Series 66

Ruidoso, NM

Edward Jones

Julia Massey is a Series 66-licensed financial advisor with Edward Jones in Ruidoso, New Mexico, and has 16 years of industry experience, all with Edward Jones since 2010. She owns a rental property used by her grandson and his wife until they can purchase it in their name. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Karen R

Series 66

Ruidoso, NM

Edward Jones

Karen Rounds is a Series 66-licensed financial advisor with Edward Jones in Ruidoso, NM, where she has worked since 2014, accumulating 11 years of industry experience. In addition to her advisory role, she is co-manager of a rental property business based in Windom, MN. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jo Anna L

Series 66

Ruidoso, NM

Edward Jones

Jo Anna Lindsey is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at The Coca-Cola Company, Eurpac Inc, and Integration International-Nutricia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Family Business Business succession planning General estate planning guidance Founder/Business Owner Professional Athlete Intergenerational Families

Eric E

CFP®, ChFC®, Series 66

Ruidoso, NM

Edward Jones

Eric Eggleston is a CFP® and ChFC® affiliated with Edward Jones, where he has worked since 2018. He has seven years of industry experience, including five years at Club Car, LLC prior to joining Edward Jones. Eggleston is also involved in the golf community as a golf professional and serves as Vice President of the Ruidoso Junior Golf Association. Additionally, he has held leadership roles in the Ruidoso Rotary Club, including President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Early retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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