Bryce C. Anderson

INTERMOUNTAIN WEALTH MANAGEMENT

IDAHO FALLS, ID 83402

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CRD#: 862550

Professional summary

Bryce Craig Anderson is a registered financial advisor currently at INTERMOUNTAIN WEALTH MANAGEMENT, INC. located in Idaho Falls, Idaho.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Bryce has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LICENSED INSURANCE AGENT IN CERTAIN STATES; MAY SELL LIFE INSURANCE AND SPECIALIZED INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Craig 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®

None

Experience

Current

April 15, 2009 - Present

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Office #1: 101 Park Avenue Suite 2, Idaho Falls, ID 83402

RIA

CRD#: 148646

IDAHO FALLS, ID

Past

January 1, 2008 - April 15, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

IDAHO FALLS, ID

Past

September 16, 1998 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

IDAHO FALLS, ID

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

Arizona
(2/21/2012)

IAR

Idaho
(4/15/2009)

IAR

Montana
(2/3/2012)

IAR

Texas
(3/28/2013)

IAR

Utah
(2/6/2012)

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: 4/2/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/1998

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 2/23/1979

Registered Representative Examination

Current Firm

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

INTERMOUNTAIN WEALTH MANAGEMENT LLC | INTERMOUNTAIN WEALTH MANAGEMENT, INC.

CRD#: 148646 / SEC#: 801-70021

RIA

Registered Investment Advisory firm - (6/26/2012 Terminated)

Arizona

Registered Investment Advisory firm - (2/21/2012 Approved)

Idaho

Registered Investment Advisory firm - (2/10/2012 Approved)

Montana

Registered Investment Advisory firm - (1/20/2012 Approved)

Texas

Registered Investment Advisory firm - (3/18/2013 Conditional Restricted)

Utah

Registered Investment Advisory firm - (5/14/2012 Approved)

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).

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Contact information

Main Address

101 Park Avenue Suite 204, Idaho Falls, ID 83402

Mailing Address

Phone number

(208) 522-3344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	600
AUM (Assets Under Management)	$ 80,958,147

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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Bryce C. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Craig Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2009

Series 63

Date: 9/16/1998

Series 7

Date: 9/15/1998

Series 1

Date: 2/23/1979

Current Firm

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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