Lincoln W. Anderson

CIMARRON WEALTH MANAGEMENT

GUNNISON, CO 81230

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CRD#: 7296943

Professional summary

Lincoln Whitney Anderson, who also goes by Lincoln W Anderson, Lincoln Anderson, is a registered financial advisor currently at CIMARRON WEALTH MANAGEMENT, INC. located in Gunnison, Colorado.

Lincoln is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Lincoln has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lincoln W Anderson | Lincoln 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.

1. Lincoln W. Anderson, LLC - non-investment related, Duties include: Licensed Attorney (date obtained 10/1983 to present) and Owner. Montrose, Colorado. From 05/2002 to Present.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lincoln Whitney 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®

None

Experience

Current

December 8, 2020 - Present

CIMARRON WEALTH MANAGEMENT, INC.

Office #1: 1115 N. Main St. Suite A, Gunnison, CO 81230Office #2: 1701 Niagara Rd, Montrose, CO 81401

RIA

CRD#: 299627

GUNNISON, CO

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".

CIMARRON WEALTH MANAGEMENT, INC.

CIMARRON WEALTH MANAGEMENT, INC. | COLORADO WEST WEALTH MANAGEMENT, LLC | COLORADO WEST INVESTMENTS, INC.

CRD#: 299627 / SEC#: 801-116955

RIA

Registered Investment Advisory firm - (7/11/2019 Approved)

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

Colorado
(12/8/2020)

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 65

Date: 12/8/2020

Uniform Investment Adviser Law Examination

Current Firm

CIMARRON WEALTH MANAGEMENT, INC.

CIMARRON WEALTH MANAGEMENT, INC. | COLORADO WEST WEALTH MANAGEMENT, LLC | COLORADO WEST INVESTMENTS, INC.

CRD#: 299627 / SEC#: 801-116955

RIA

Registered Investment Advisory firm - (7/11/2019 Approved)

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Contact information

Main Address

1701 Niagara Rd, Montrose, CO 81401

Mailing Address

Phone number

(970) 249-9882

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	462
AUM (Assets Under Management)	$ 230,486,824

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.

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Lincoln W. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lincoln Whitney Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIMARRON WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

CIMARRON WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2020

Current Firm

CIMARRON WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CIMARRON WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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