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Matthew Willie Anderson

Bright Road Wealth Management, LLC

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About Matthew Willie Anderson

Matthew Anderson is a financial advisor at Bright Road Wealth Management, LLC. Matthew has over 20 years of experience in the financial services industry. Matthew is registered with the state of Alaska, Texas and Washington. Matthew offers financial planning, portfolio management for individuals and businesses and educational seminars.

Firm Information

Matthew Anderson is currently registered with Bright Road Wealth Management, LLC. Bright Road Wealth Management, LLC is an investment advisor based in Anchorage, Alaska. The firm provides financial planning, educational seminars, and portfolio management services for individuals, businesses, charitable organizations, and pension plans. Bright Road Wealth Management has approximately $349 million in regulatory assets under management.
Bright Road Wealth Management, LLC

405 W. 36TH AVENUE

ANCHORAGE, AK 99503

$349.48M

Assets Under Management

8

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Anderson’s Registration & Firm History

AK

04/17/2018 - Present

Bright Road Wealth Management, LLC (ANCHORAGE AK)

AK

11/23/2004 - 03/14/2011

CHARLES SCHWAB & CO., INC. (ANCHORAGE AK)

MO

09/06/2002 - 10/20/2004

EDWARD JONES (ST. LOUIS MO)

NY

07/03/2001 - 09/12/2002

RBC DAIN RAUSCHER INC. (NEW YORK NY)

OR

06/30/1997 - 07/19/2001

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 04/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/10/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Willie Anderson.
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