John Patrick Anderson
AIF®, CFP®Professional Summary
John Patrick Anderson, AIF®, CFP® is a registered financial advisor currently at CYPRESS WEALTH MANAGEMENT, LLC located in Germantown, Tennessee. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
- Education Funding
Specializations
Biography
While still in college, John and his wife Tracy knew making wise financial decisions and planning for the future were important. Starting early in life, they unknowingly entrusted their financial future to those whose primary goal was the sale of financial products. After years of wasted time, the results were less than desirable. Knowing there had to be a better way; John went in search of the answer. Taking what he calls “The Journey”, John...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
CYPRESS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2171 Judicial Drive, Ste. 110, Germantown, TN 38138Phone Number
(901) 292-3596# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
225AUM (Assets Under Management)
$77,899,959Similar Advisors
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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.
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State Registrations and Notice Filings
(7/3/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Anderson's CRS (Customer Relationship Summary).
Services Offered by John
- Business Services
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
- Education Funding
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