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Anders Johnson Skagerberg

CFP®
ORIGIN INVESTMENT ADVISORY
MURRAY, UT
·CRD# 7158801·7 years experience

Professional Summary

Anders Johnson Skagerberg, CFP® is a registered financial advisor currently at ORIGIN INVESTMENT ADVISORY LLC located in Murray, Utah. Anders is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Anders has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

7 years in the financial services industry

Current & Past Employments

Current

ORIGIN INVESTMENT ADVISORY LLCCurrent·CRD# 305353
RIA
Murray, UT
September 10, 2026 - Present

Past

ALBION FINANCIAL GROUPPast·CRD# 105957
RIA
Salt Lake City, UT
August 14, 2024 - September 2, 2026
DEW WEALTH MANAGEMENTPast·CRD# 114148
RIA
St. George, UT
November 19, 2023 - May 7, 2024
TRUENORTH WEALTHPast·CRD# 142205
RIA
Salt Lake City, UT
July 25, 2019 - December 31, 2019

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Current Firm

OI
ORIGIN INVESTMENT ADVISORY LLC

BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN

CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - SEC (1/25/2021 Approved)
Arizona
Registered Investment Advisory firm - Arizona (2/10/2021 Terminated)
California
Registered Investment Advisory firm - California (3/12/2021 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (2/26/2021 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/10/2021 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/11/2021 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (2/10/2021 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (2/11/2021 Terminated)
Mississippi
Registered Investment Advisory firm - Mississippi (2/10/2021 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (5/28/2021 Terminated)
New York
Registered Investment Advisory firm - New York (2/10/2021 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (2/11/2021 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (3/5/2021 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (3/12/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/10/2021 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).

Contact Information

Main Address

Sarasota, FL

Phone Number

(617) 227-3825

# of Employees

41

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ORIGIN INVESTMENT ADVISORY LLC - ADV PART 2 (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

7,590

AUM (Assets Under Management)

$34,660,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 Skagerberg is currently employed as Financial Planner at Origin Financial. This activity accounts for approximately 30% of his time during trading hours.

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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".
OI
ORIGIN INVESTMENT ADVISORY LLC

BLEND FINANCIAL INC. | ORIGIN INVESTMENT ADVISORY LLC | ORIGIN INSURANCE SERVICES | ORIGIN FINANCIAL | ORIGIN

CRD#: 305353 / SEC#: 801-120236
RIA
Registered Investment Advisory firm - SEC (1/25/2021 Approved)
Arizona
Registered Investment Advisory firm - Arizona (2/10/2021 Terminated)
California
Registered Investment Advisory firm - California (3/12/2021 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (2/26/2021 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/10/2021 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/11/2021 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (2/10/2021 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (2/11/2021 Terminated)
Mississippi
Registered Investment Advisory firm - Mississippi (2/10/2021 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (5/28/2021 Terminated)
New York
Registered Investment Advisory firm - New York (2/10/2021 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (2/11/2021 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (3/5/2021 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (3/12/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/10/2021 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.
IAR
Utah
(9/10/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2019About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Anders Johnson Skagerberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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