Gregory R. Anderson

GRANDERSON WEALTH MANAGEMENT GROUP

DENVER, CO 80209

Some features on this profile are disabled

CRD#: 1722546

Professional summary

Gregory Robert Anderson, CFP®, who also goes by Gregory Anderson, is a registered financial advisor currently at GRANDERSON WEALTH MANAGEMENT GROUP INC located in Denver, Colorado.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gregory has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Anderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ACCIDENT & HEALTH, LIFE INSURANCE LICENSES, NON-INVESTMENT RELATED, DENVER, CO 80209, COLORADO RESIDENT INSURANCE PRODUCER, LICENSE NUMBER 120163, 3/2001-PRESENT, 3 HOURS/MONTH, ZERO HOURS/MONTH DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Robert Anderson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

October 25, 2005 - Present

GRANDERSON WEALTH MANAGEMENT GROUP INC

Office #1: 3773 Cherry Creek Dr North Ste 575, Denver, CO 80209

RIA

CRD#: 135745

DENVER, CO

Past

June 1, 2005 - June 13, 2011

MCL FINANCIAL GROUP, INC.

CRD#: 41180

DENVER, CO

Past

October 19, 1994 - December 31, 1995

TEACHERS PERSONAL INVESTORS SERVICES, INC.

CRD#: 36130

NEW YORK, NY

Past

September 4, 1990 - June 3, 2005

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

NEW YORK, NY

Past

August 27, 1987 - August 6, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/25/2005)

IAR

Texas
(3/31/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/11/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/15/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/25/1997

General Securities Principal Examination

Current Firm

GRANDERSON WEALTH MANAGEMENT GROUP INC

CRD#: 135745 / SEC#:

Colorado

Registered Investment Advisory firm - (10/25/2005 Approved)

Texas

Registered Investment Advisory firm - (3/17/2022 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

501 South Cherry Street Eleventh Floor, Denver, CO 80246

Mailing Address

Phone number

(303) 228-3160

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	256
AUM (Assets Under Management)	$ 22,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory R. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Robert Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANDERSON WEALTH MANAGEMENT GROUP INC

MCL FINANCIAL GROUP, INC.

TEACHERS PERSONAL INVESTORS SERVICES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 9/11/1987

Series 7

Date: 8/15/1987

Series 24

Date: 6/25/1997

Current Firm

GRANDERSON WEALTH MANAGEMENT GROUP INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRANDERSON WEALTH MANAGEMENT GROUP INC

TRUST BUT VERIFY

Similar Advisors