Steven B. Anderson
CWM | Lead Financial Planner
Orlando, FL 32819
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CRD#: 5118476
Steven Bradley AndersonCWM
Professional summary
Steven Bradley Anderson, CFP®, who also goes by Steve Anderson, is a registered financial advisor currently at CWM, LLC located in Orlando, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Steven has worked at 4 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Always Fiduciary
Min. Asset: No Minimum
Under 20 clients
Serves: Sudden Wealth
Services Offered
Investment Management
Estate & Legacy Planning
Risk Management & Insurance
Health Care & Long-Term Care Planning
Specializations
Attending College
Buying a Home
Career Change
Asset Allocation
Job Loss
Retirement
Nontraditional Households
Special Needs Planning
Biography
Mr. Anderson began his career as a wildlife biologist, with an emphasis on applying the science of ecology to real world situations. His projects included assisting the San Diego Zoo with captive breeding programs for bears and wolves, working with both the U.S. Fish & Wildlife Service and the National Park Service in Hawaii, and numerous projects with the Nature Conservancy in North Carolina, Wyoming, and California. His twenty years of field research culminated with a three year study of non-native axis deer on the island of Maui for his doctorate in ecology from UC Davis. This was followed by a three year project with the California Energy Commission investigating potential impacts of windmills on birds of prey.
Mr. Anderson is a member of the Financial Planning Association, and a regular participant with the Sacramento Chapter of the UC San Diego Alumni Association. He sits on the Board of Directors for Ecology Project International. EPI is a nonprofit, educational organization. Their mission is to improve and inspire science education and conservation efforts worldwide through field-based student-scientist partnerships.
He also enjoys skiing, bird watching, fly fishing, sailing, travel, and music.
A resident of Davis, California since 1993 he continues to live there with his wife and two children.
Aliases
Steve 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.
NAME OF BUSINESS: Inclusive Arts Alliance NATURE: Non-profit START: 01/01/2025 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: 3-6 meetings per year, direct strategies/events NAME OF BUSINESS: Chautauqua Dance Circle NATURE: Ballet START: 05/24/2022 POSITION: Board Member APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 DUTIES: Attend occasional Board meetings virtually or in person NAME OF BUSINESS: Anbec Advisors NATURE: Value & Special Interest Investments START: 06/01/2014 POSITION: Partial Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: his is the entity that OWNS an investment Partnership, run by my brother (and formerly my father). The Partnership is Anbec Partners, and I hold no accounts with the Partnership itself. I just have a stake in the business entity. Zero income in past decade. NAME OF BUSINESS: N/A NATURE: Family Foundation START: 02/09/2012 POSITION: President APPX. HRS/MONTH: 8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 25 DUTIES: Oversee all charitable distributions (since 2012). I only control the checkbook (outbound), my brother is the investment advisor- and he has no control over distributions. We have distinct 50/50 rolls in the Foundation. He is not a Board member. NAME OF BUSINESS: Ecology Project International (EPI) NATURE: Send High School students on biology field research projects to work along scientists and inspire the next generation of conservation leaders. START: 05/31/2025 POSITION: Emeritus Board Member (lifelong) APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 25 DUTIES: Attend 4 annual board meetings (2 in person, 2 via Zoom), prep occasional documents related to those meetings. As an emeritus member, I have exceeded the maximum of 3 three year terms (10th year). Do not have ability to vote, just advise. The Board voted me into this continuing position. FIXED INSURANCE NATURE: Insurance START: 06/09/2009 APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
CRS (Client Relationship Summary) - RIA
Click below to view Steven Bradley 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®
Start date: 2009
Experience
Current
January 2, 2019 - Present
CWM, LLC
Office #1: 7380 W Sand Lake Road, Ste. 500, Orlando, FL 32819RIA
CRD#: 155344
Orlando, FL
Past
March 20, 2009 - January 2, 2020
NAVION FINANCIAL ADVISORS, LLC
RIA
CRD#: 147510
DAVIS, CA
Past
November 7, 2008 - May 25, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
DAVIS, CA
Past
November 6, 2008 - May 25, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
DAVIS, CA
Past
October 10, 2006 - November 7, 2008
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
SACRAMENTO, CA
Past
August 23, 2006 - November 7, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SACRAMENTO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CL
CWM, LLC
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CRD#: 155344 / SEC#: 801-72037
RIA
Registered Investment Advisory firm - (1/3/2011 Approved)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
California(1/2/2019)
IAR
Florida(12/5/2025)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
Current Firm
CL
CWM, LLC
22 WEALTH MANAGEMENT | PREMIER WEALTH MANAGEMENT GROUP | PLATINUM WEALTH MANAGEMENT | PINNACLE WEALTH | PINNACLE FINANCIAL GROUP | PILLAR FINANCIAL ADVISORS | PETERMAN FINANCIAL GROUP, INC. | PETERMAN FINANCIAL GROUP | PESTA & PESTA WEALTH MANAGEMENT | PARSONS WEALTH MANAGEMENT | PARISH WEALTH PARTNERS | PANGEA WEALTH | OVATION WEALTH ADVISORS | OSL, INC | OLIVIER GROUP INNOVATIVE WEALTH PLANNERS | OGDEN WEALTH | OAKESON STEINER WEALTH & RETIREMENT | NWCM | NICHOLS WEALTH PARTNERS | NETWORTH FINANCIAL, INC | NESSO WEALTH | NAVION FINANCIAL ADVISORS | NAVIGUIDE WEALTH PARTNERS, INC. | NAUTICA WEALTH ADVISORS | MORGAN WEALTH | MITLIN FINANCIAL | MELERINE WEALTH MANAGEMENT | MEIKLE FINANCIAL GROUP | MEATH WEALTH ADVISORS | MAMMOTH FINANCIAL | MAIN STREET FINANCIAL LIFE ADVISORS, LLC | MAG WEALTH MANAGEMENT | LUND WEALTH MANAGEMENT | LOTUS BRIDGE WEALTH MANAGEMENT | LIONS GATE WEALTH MANAGEMENT, LLC | LIONS GATE WEALTH | LATITUDE WEALTH MANAGEMENT | LATITUDE WEALTH | LANE BROTHERS INVESTMENT COUNSEL | LANE BROTHERS & COMPANY, INC | LANE BROTHERS & CO. | LACLEDE PRIVATE CAPITAL | KUHLMANN FINANCIAL | KEYSTONE FINANCIAL | KANAI WEALTH MANAGEMENT GROUP | KABAREC FINANCIAL ADVISORS | JON BAKER FINANCIAL GROUP | JACOB WILLIAM ADVISORY | JACKSON WEALTH MANAGEMENT | INTEGRATED WEALTH MANAGEMENT | HORIZON FINANCIAL GROUP | HOLLAR WEALTH | HOFFMEYER WEALTH MANAGEMENT | HIRST FINANCIAL INDEPENDENCE PLANNING | HERITAGE FINANCIAL | HARRISON WALLACE FINANCIAL GROUP, LTD | HARRISON WALLACE | HARBOR WEALTH MANAGEMENT | HAL-OTEY FINANCIAL | HAL OTEY FINANCIAL WEALTH MANAGEMENT & RETIREMENT PLANNING | GWA | GRIMM-SCHLIPMAN FINANCIAL | GRAVES FINANCIAL WEALTH MANAGEMENT | GRANITE WEALTH STRATEGIES | GOLD FAMILY WEALTH | GERTSEMA WEALTH ADVISORS | GERTSEMA WEALTH | GEIST FAMILY WEALTH | GAAM WEALTH ADVISORS, INC. | FURSTENAU FINANCIAL | FORTIS FINANCIAL PARTNERS | FLP FINANCIAL | FLASHPOINT FINANCIAL SERVICES | FINANCIAL MANAGEMENT INC. | FINANCIAL INDEPENDENCE PLANNING, INC. | FINANCIAL IMPACT ADVISORS | FFR WEALTH TEAM | FCM FINANCIAL PLANNING | FCM FINANCIAL | FAMILY WEALTH MANAGEMENT GROUP | EQUITY PLANNING INC | EQUANIMITY WEALTH MANAGEMENT | ENTIRETY | DYNAMIC LEGACY PLANNING | DSF WEALTH MGMT | DSF WEALTH MANAGEMENT, LLC | DRIVEN WEALTH STRATEGIES | DOYLE & LOUGHMAN WEALTH MANAGEMENT | DORHOUT RETIREMENT SERVICES | DILLON WEALTH MANAGEMENT GROUP | DIAMOND WEALTH MANAGEMENT | DIAMOND WEALTH ADVISORS | DENVER CAPITAL GROUP | CWMG-WEST DES MOINES | CWMG - WALTHAM | CWMG - COLORADO SPRINGS | CWMG | CWM, LLC | CULTIVATE WEALTH, LLC | CREST WEALTH PARTNERS | CRESCENT FINANCIAL ADVISORS | CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH ADVISORS | CONCIERGE WEALTH MANAGEMENT GROUP | COLLECTIVE ADVISORS | CODY FINANCIAL ADVISORS | CLEAR RESOURCE GROUP | CLARITY WEALTH | CHESSMAN WEALTH STRATEGIES | CARSON WEALTH-TRUE NORTH FINANCIAL | CARSON WEALTH-THE SHOBE FINANCIAL GROUP | CARSON WEALTH-FISHER FINANCIAL ADVISORS | CARSON WEALTH MANAGEMENT GROUP | CARSON WEALTH | CARSON PARTNERS | CARSON INSTITUTIONAL ALLIANCE (CIA) | CARSON INSTITUTIONAL | CARSON GROUP PARTNERS | CARSON GROUP HOLDINGS | CARSON GROUP | CARSON | CADWELL WEALTH | BUTTERWORTH FINANCIAL GROUP | BUCKLEY INVESTMENT GROUP, LLC | BUCKLEY | BRIDGES PRIVATE WEALTH | BOSTON RETIREMENT GROUP | BMY WEALTH MANAGEMENT GROUP | BMY WEALTH | BLUEPRINT WEALTH MANAGEMENT | BLOOM WEALTH ADVISORS | BIXLER FINANCIAL | BENDER FINANCIAL | BARRINGTON WEALTH MANAGEMENT | BAIN WEALTH MANAGEMENT | AVERY WEALTH, INC. | ASSET ADVISORS, LLC | ASPIRE FINANCIAL PLANNING | ART OF WEALTH MANAGEMENT | ARS INVESTMENT ADVISORS, INC. | ARMSTRONG PURSELLEY WEATH MANAGEMENT GROUP | ARMSTRONG PURSELLEY WEALTH MANAGEMENT | APTUS WEALTH PLANNING | APTUS WEALTH MANAGEMENT GROUP | APPLIED FINANCIAL PLANNING | APPLIED FINANCIAL | ALLGOOD FINANCIAL ADVISORY | ALEXANDER LEGACY PRIVATE WEALTH | ALBRITTON FINANCIAL SERVICES | AGRILLO FINANCIAL GROUP | ADVANCED RETIREMENT STRATEGIES | ABUNDANT LIFE FINANCIAL | ABBS RETIREMENT PLANNING ADVISORS | ABARIS FINANCIAL GROUP, LLC | ABARIS FINANCIAL GROUP | AAM FINANCIAL PLANNING AND INVESTMENTS | 360° WEALTH ADVISOR...
CRD#: 155344 / SEC#: 801-72037
RIA
Registered Investment Advisory firm - (1/3/2011 Approved)Loading...
Contact information
Main Address
14600 Branch St., Omaha, NE 68154
Mailing Address
Phone number
(402) 330-0808
Established
Firm type
Fiscal year end
# of Employees
1,416
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 154,206 |
| AUM (Assets Under Management) | $ 50,579,657,663 |
Red Flags
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Company Information
CWM, LLC
Lead Financial PlannerCRD#: 155344Orlando, FL 32819TRUST BUT VERIFY
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