Michael R. Andersen

ANDERSEN WEALTH MANAGEMENT

EASTON, MD 21601

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CRD#: 4633775

Professional summary

Michael Richard Andersen is a registered financial advisor currently at ANDERSEN WEALTH MANAGEMENT located in Easton, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

MR. ANDERSEN IS THE SOLE OWNER OF MAP PROPERTY, LLC WHICH OWNS A SMALL OFFICE BUILDING IN EASTON, MD. THIS BUSINESS EXISTS TO OWN THE PROPERTY, IS NOT INVESTMENT RELATED AND MR. ANDERSEN SPENDS LESS THAN 1 HOUR PER MONTH ON THE BUSINESS; INSURANCE PRODUCER; ACCIDENT HEALTH AND SICKNESS 03/2008; NO ESTABLISHED TIME PER MONTH. INSURANCE PRODUCER; LIFE INSURANCE ONLY 03/2008; NO ESTABLISHED TIME PER MONTH. Maria Advisors, LLC; not investment related, PO Box 1591, Easton, MD 21601; advisory services to Michael Andersen RIA LLC; Owner; 10/01/2025; less than 1 hour per month; no hours during securities trading hours; pass through entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Andersen'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®

None

Experience

Current

March 6, 2015 - Present

ANDERSEN WEALTH MANAGEMENT

Office #1: 6 West Dover Street, Easton, MD 21601

RIA

CRD#: 146154

EASTON, MD

Past

March 5, 2004 - June 25, 2008

POTOMAC

RIA

CRD#: 105413

EASTON, MD

Past

September 30, 2003 - April 1, 2004

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

April 16, 2003 - May 23, 2003

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Delaware
(7/3/2019)

IAR

Florida
(2/9/2021)

IAR

Maryland
(3/6/2015)

IAR

Texas
(4/21/2023)

IAR

Virginia
(11/3/2022)

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

IAR

Series 65

Date: 3/4/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/17/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/2003

General Securities Representative Examination

Current Firm

ANDERSEN WEALTH MANAGEMENT

ANDERSEN WEALTH | MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR L.L.C. | MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR | MICHAEL ANDERSEN IAR OF POTOMAC FUND MANAGEMENT | ANDERSEN WEALTH MANAGEMENT

CRD#: 146154 / SEC#:

Delaware

Registered Investment Advisory firm - (7/2/2019 Approved)

Florida

Registered Investment Advisory firm - (2/9/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/5/2008 Approved)

North Carolina

Registered Investment Advisory firm - (10/7/2020 Approved)

Texas

Registered Investment Advisory firm - (3/31/2023 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (11/3/2022 Approved)

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Contact information

Main Address

6 West Dover Street, Easton, MD 21601

Mailing Address

Po Box 1591, Easton, MD 21601

Phone number

(410) 690-4894

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1,350
AUM (Assets Under Management)	$ 81,011,187

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.

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Michael R. Andersen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Andersen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDERSEN WEALTH MANAGEMENT

POTOMAC

FIRST ALLIED SECURITIES, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2004

Series 63

Date: 4/17/2003

Series 7

Date: 4/14/2003

Current Firm

ANDERSEN WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANDERSEN WEALTH MANAGEMENT

TRUST BUT VERIFY

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