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AN

Anders J. Norrman

SPRECKELS WEALTH MANAGEMENT
San Diego, CA
Some features on this profile are disabled
CRD#: 5620272
AN

Professional summary

Anders Johan Norrman, CFP® is a registered financial advisor currently at SPRECKELS WEALTH MANAGEMENT located in San Diego, California.

Anders is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Anders has worked at 2 firms .

top-8-questions

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.
Anders Norrman is also employed by the San Diego City Employees' Retirement System (SDCERS) as a Senior Investment Officer. This position is investment-related and the place of employment is 401 W. A Street, suite 800, San Diego, CA 92101. At SDCERS, he is responsible for overseeing the publicly-traded equity and fixed income assets of the pension fund. He started working there on 11/2013 and he works 166 hours/ month in this position. He works in this position for 3.5 hours during securities trading hours, and does not work in this position for 3 hours during trading hours. Anders duties in this position is to oversee all assets in the publicly traded equity and fixed income portfolio.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anders Johan Norrman'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: 2008

Experience

Current

June 8, 2021 - Present

SPRECKELS WEALTH MANAGEMENT

RIA
CRD#: 313422
San Diego, CA
Past

January 30, 2009 - March 21, 2014

ZERMATT WEALTH PARTNERS

RIA
CRD#: 105736
SAN DIEGO, CA

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
(6/8/2021)
IAR
Ohio
(3/7/2023)

Exams

Current Firm

SW
SPRECKELS WEALTH MANAGEMENT
NORRMAN, ANDERS JOHAN | SPRECKELS WEALTH MANAGEMENT, LLC | SPRECKELS WEALTH MANAGEMENT

CRD#: 313422 / SEC#:

California
Registered Investment Advisory firm - (6/8/2021 Approved)
Ohio
Registered Investment Advisory firm - (3/6/2023 Approved)
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Contact information

Main Address
San Diego, CA
Mailing Address
Phone number
(858) 736-7340
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts55
AUM (Assets Under Management)$ 74,186,705

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.

Company Information

SPRECKELS WEALTH MANAGEMENT

CRD#: 313422San Diego, CA

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