Aaron Anderson, financial advisor Centennial CO

Aaron Anderson

CRD Number: 5134032
Current Firm: Fit Wealth Management

Aaron Anderson (CRD# 5134032) is an Investment Advisor Representative working at Fit Wealth Management in Centennial, CO and has over 13 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.

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Margin
Professional Designations
Company Name Location Dates Years
Fit Asset Management Centennial, CO Sep 2018 - Current 1
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
Cobiz Financial Inc. Denver, CO Mar 2010 - Oct 2011 1
Axa Advisors, LLC Denver, CO May 2006 - Feb 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Aaron R. Anderson
Phone Number: (303) 618-3587
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $173,758
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CO

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

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