RA
Robert T. Anderson
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES
Bloomington, MN 55437
Some features on this profile are disabled
CRD#: 7760837
RA
Professional summary
Robert Taylor Anderson, who also goes by Robert T Anderson, is a registered financial advisor currently at THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC located in Bloomington, Minnesota and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Bloomington, Minnesota.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Robert has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert T 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.) Robert Taylor Anderson; Insurance agent; Investment-related; Bloomington, MN; Position: Insurance Agent; Start date: 10/2024; Approximately 5 hours/month devoted to this business with 5 hours/month devoted during securities trading hours. ~2.) UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER; Investment-related; Bloomington, MN; Broker dealer; Registered Representative; Client Services start: 07/2024; Registered Representative start date: 12/2024; Less than 5 hours/month devoted to this business with less than 5 hours/month devoted during securities trading hours. ~3.) THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC; Investment-related; Bloomington, MN; RIA; Client Services start: 07/2024; IAR start date: 11/2025; Approximately 150 hours/month devoted to this business with 150 hours/month devoted during securities trading hours. ~4.) Andara Inc.; Not investment-related; Bloomington, MN; Nature of business: S-Corp; Position/title: President; Start date: 06/2025; Approximately 1 hour/month devoted to this business with 1 hour/month devoted during securities trading hours; Duties: Track expenses and revenue for Bloomington, MN office; no compensation received.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Taylor 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®
NoneExperience
Current
November 11, 2025 - Present
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Office #1: 5270 West 84th Street Suite 310, Bloomington, MN 55437RIA
CRD#: 140551
Bloomington, MN
Current
December 6, 2024 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 5270 W 84th St Ste 310, Bloomington, MN 55437RIA
BD
CRD#: 20804
Bloomington, MN
Past
February 2, 2024 - July 1, 2024
CENTURION FINANCIAL STRATEGIES LLC
RIA
CRD#: 316454
BLOOMINGTON, MN
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".
TC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
401K CAPITAL ADVISORY | THE CAPITAL ADVISORY GROUP, LLC | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES | MACHTIG & ASSOCIATES, LLC. | IPSWICH BAY ADVISORS
CRD#: 140551 / SEC#: 801-69464
RIA
Registered Investment Advisory firm - (8/25/2008 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Minnesota(1/9/2025)
IAR
Minnesota(11/11/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/6/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
401K CAPITAL ADVISORY | THE CAPITAL ADVISORY GROUP, LLC | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES | MACHTIG & ASSOCIATES, LLC. | IPSWICH BAY ADVISORS
CRD#: 140551 / SEC#: 801-69464
RIA
Registered Investment Advisory firm - (8/25/2008 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
10000 N 31st Ave Suite D216, Phoenix, AZ 85051
Mailing Address
Phone number
(952) 831-8243
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,424 |
| AUM (Assets Under Management) | $ 402,826,658 |
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.
