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Phyllis Mae Anderson

Advisor at Cetera — Ortonville, MN

Updated today

Credentials

Series 63

Experience

35 years

Location

Ortonville, MN 56278

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Phyllis Anderson is a financial advisor with Cetera and holds a Series 63 designation. She has 35 years of industry experience and also manages Anderson Tax & Accounting, P.A., where she oversees all company operations and provides tax and payroll services. Anderson has a long career history including significant roles at Avantax and its affiliates. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Ortonville, MN

121 NW 2nd Street

Ortonville MN 56278

Advisors at this office

1

Most active in

Minnesota

Work history

35 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Ortonville, MN

Anderson Tax & Accounting, P.A.

2009 - Present • 17 years

Ortonville, MN

Avantax Insurance Agency, LLC

1999 - 2025 • 26 years

Ortonville, MN

Avantax Advisory Services

1993 - 2025 • 32 years

Ortonville, MN

Avantax Investment Services, Inc.

1990 - 2025 • 35 years

Ortonville, MN

Anderson Tax Acctg

1980 - Present • 46 years

Ortonville, MN

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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Steven N

Series 66

Milbank, SD

Edward Jones

Steven Nomeland is a financial advisor with Edward Jones, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Great Western Bank from 2010 to 2020. Outside of his advisory role, he is a partner in a farmland rental inherited from his family and manages its bookkeeping without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates a large nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

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

Delvin H

Series 63, Series 66

Milbank, SD

Edward Jones

Delvin Hackwith is a financial advisor with Edward Jones in Milbank, SD, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Hackwith serves as a board member of the Milbank Education Foundation, where he participates in decisions regarding scholarship awards and oversees the organization’s financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, with a large nationwide advisor and branch network.

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

Curtis K

Series 66

Milbank, SD

Edward Jones

Curtis Kunde is a financial advisor at Edward Jones in Milbank, SD, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Religious/faith focused
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Lindsay S

Series 65, Series 63

Ortonville, MN

Ameriprise

Lindsay Sherritt is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed by I AM G LLC and is a Marketing Director for The Tax Collaborative, supporting tax practice activities and client service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ellen S

Series 63, Series 66

Clinton, MN

LPL Financial

Ellen Schriver is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2011, with prior roles at VOYA Financial Advisors, Kestra Investment Services, LLC, and Citigroup Global Markets. Outside of her advisory work, she is involved in a non-investment-related business named Bayside Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive non-advisory financial activities with oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lance H

Series 66

Milbank, SD

Thrivent Investment Management

Lance Hamman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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