BRADLEY L. ANDERSON

PURE FINANCIAL ADVISORS | Wealth Advisor

Mercer Island, WA 98040

CRD#: 5990740

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Professional summary

BRADLEY LOREN ANDERSON, CFP®, who also goes by Brad Loren Anderson, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Mercer Island, Washington.

BRADLEY is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. BRADLEY has worked at 6 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Biography

Brad is passionate about building long standing relationships with clients and helping guide them in identifying and achieving their financial goals through comprehensive financial planning. He began his career in the financial services industry in 2010. Prior to joining Mercer Advisors, he worked for Symetra Financial in various roles including Product Development, Sales Management, and Regional Sales Development. Brad graduated from the University of Nevada with a BS degree in Business in 2008 and is also a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Brad loves spending his time with his daughters and enjoys biking, hiking, and just about anything else that can be done outdoors.

Question & Answer

What are your service offerings?

Estate Planning

Comprehensive Financial Planni...

Budgeting

Investment Planning

Tax Planning

Social Security Planning

Socially Responsible Investing

Retirement Income Management

Insurance Planning

Retirement Planning

Life Transitions

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Brad Loren 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 BRADLEY LOREN 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: 2014

Experience

Current

June 4, 2026 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 7525 Se 24th St #670, Mercer Island, WA 98040

RIA

CRD#: 144316

Mercer Island, WA

Past

January 13, 2025 - May 1, 2026

MARINER WEALTH

RIA

CRD#: 140195

Bellevue, WA

Past

March 4, 2024 - January 2, 2025

MAINSAIL FINANCIAL GROUP

RIA

CRD#: 317970

BELLEVUE, WA

Past

April 2, 2021 - November 1, 2023

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Bellevue, WA

Past

September 30, 2013 - December 18, 2020

SYMETRA SECURITIES, INC.

CRD#: 739

BELLEVUE, WA

Past

November 9, 2011 - September 30, 2013

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BELLEVUE, WA

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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 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

Washington
(6/4/2026)

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

Series 63

Date: 11/14/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/8/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/16/2015

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

204

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts	7,509
AUM (Assets Under Management)	$ 11,054,059,366

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

xxxxx@xxxx.xxx

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Firm Stability Insights

BRADLEY L. ANDERSON

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view BRADLEY LOREN ANDERSON's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER WEALTH

MAINSAIL FINANCIAL GROUP

MERCER GLOBAL ADVISORS INC.

SYMETRA SECURITIES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/14/2011

SIE

Date: 10/1/2018

Series 6

Date: 11/8/2011

Series 26

Date: 7/16/2015

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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