Gabriel B. Anderson

CRAFTED WEALTH MANAGEMENT

Minneapolis, MN

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CRD#: 5806660

Professional summary

Gabriel Brant Anderson, CFP®, who also goes by Gabe Anderson, is a registered financial advisor currently at CRAFTED WEALTH MANAGEMENT located in Minneapolis, Minnesota.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Gabriel has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Biography

Hi, my name is Gabe. I’m a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow their wealth, and establish good financial habits.

If any of what we had to say above seems intriguing and you’re ready to get to know each other and see if we’re a good fit, please click here to schedule a meeting.

Looking forward to meeting you soon!

Gabe

Learn more at CraftedWealthManagement.com

Question & Answer

What are your service offerings?

Budgeting

Retirement Planning

Debt Management

Investment Planning

Comprehensive Financial Planni...

Insurance Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Insurance Related Issues

Investment Advice with Ongoing...

Investment Advice without Ongo...

Women's Financial Planning Iss...

Are you a "fiduciary"?

Yes

Aliases

Gabe 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Brant 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^®

CRD#: 2881

LOS ANGELES, CA

Past

July 27, 2011 - April 10, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MILWAUKEE, WI

Past

February 2, 2011 - April 10, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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
(12/4/2018)

IAR

Minnesota
(11/17/2023)

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: 7/23/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/3/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/1/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRAFTED WEALTH MANAGEMENT

CRAFTED WEALTH MANAGEMENT | CRAFTED WEALTH MANAGEMENT, LLC

CRD#: 282090 / SEC#:

California

Registered Investment Advisory firm - (12/4/2018 Approved)

Minnesota

Registered Investment Advisory firm - (11/17/2023 Approved)

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Contact information

Main Address

Minneapolis, MN

Mailing Address

Phone number

(414) 813-0770

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	209
AUM (Assets Under Management)	$ 40,655,730

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.

Contact information

(xxx) xxx-xxxx

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Gabriel B. Anderson

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Brant Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GROSS DOMESTIC PRODUCT, INC

CRAFTED WEALTH MANAGEMENT

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2011

SIE

Date: 11/3/2015

Series 7

Date: 7/1/2011

Series 6

Date: 2/1/2011

Current Firm

CRAFTED WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRAFTED WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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