Aaron R. Anderson

FIT WEALTH MANAGEMENT

CENTENNIAL, CO 80111

Some features on this profile are disabled

CRD#: 5134032

Professional summary

Aaron Robert Anderson, CFP®, ChFC®, CLU® is a registered financial advisor currently at FIT WEALTH MANAGEMENT located in Centennial, Colorado.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Aaron has worked at 5 firms and has passed the Series 66 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.

UNIVERSITY OF COLORADO; NON-INVESTMENT RELATED; DENVER; HIGHER EDUCATION; PART TIME LECTURER; JANUARY 2019; 10 HOURS PER MONTH; ZERO HOURS DURING TRADING HOURS; TEACHING COURSEWORK IN FINANCIAL PLANNING. INSURANCE CONSULTANT; NON-INVESTMENT RELATED; CENTENNIAL,CO; INSURANCE; PRODUCER; JANUARY 2019; 6 HOURS PER MONTH; 3 HOURS PER MONTH DURING TRADING HOURS; RISK MANAGEMENT THROUGH INSURANCE CONSULTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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: 2010

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

September 24, 2018 - Present

FIT WEALTH MANAGEMENT

Office #1: 6341 S. Troy Circle Unit E, Centennial, CO 80111

RIA

CRD#: 281494

CENTENNIAL, CO

Past

January 27, 2017 - April 4, 2017

CHERRY HILLS INVESTMENT ADVISORS, INC.

RIA

CRD#: 171882

GREENWOOD VILLAGE, CO

Past

August 10, 2015 - October 22, 2018

PRIVATE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 165306

Castle Pines, CO

Past

November 24, 2011 - August 12, 2015

COBIZ WEALTH

RIA

CRD#: 125910

DENVER, CO

Past

October 19, 2006 - March 3, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DENVER, CO

Past

September 4, 2006 - March 3, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

DENVER, CO

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".

FIT WEALTH MANAGEMENT

FIT ASSET MANAGEMENT, LLC | FIT WEALTH MANAGEMENT

CRD#: 281494 / SEC#: 801-130633

RIA

Registered Investment Advisory firm - (7/8/2024 Approved)

Colorado

Registered Investment Advisory firm - (8/31/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/30/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/30/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/24/2018)

IAR

Massachusetts
(9/11/2019)

IAR

Texas
(3/25/2020)

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 66

Date: 10/11/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/1/2006

General Securities Representative Examination

Current Firm

FIT WEALTH MANAGEMENT

FIT ASSET MANAGEMENT, LLC | FIT WEALTH MANAGEMENT

CRD#: 281494 / SEC#: 801-130633

RIA

Registered Investment Advisory firm - (7/8/2024 Approved)

Colorado

Registered Investment Advisory firm - (8/31/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/30/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/30/2024 Terminated)

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

6341 S. Troy Circle Unit E, Centennial, CO 80111

Mailing Address

Phone number

(303) 618-3587

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DONOHUE ADV PART 2B (3/24/2025)

ADV 2A INSTITUTIONAL 2B MILLER (3/24/2025)

ADV 2A WEALTH 2B MILLER 2B ANDERSON (3/24/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 122,039,399

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

Aaron R. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIT WEALTH MANAGEMENT

CHERRY HILLS INVESTMENT ADVISORS, INC.

PRIVATE CAPITAL MANAGEMENT, LLC

COBIZ WEALTH

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FIT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2006

Series 7

Date: 9/1/2006

Current Firm

FIT WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIT WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors