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Scott Robert Anderson

Altus Wealth Group, LLC

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About Scott Robert Anderson

Scott Robert Anderson is a financial advisor with over 7 years of experience in the industry. Scott is a registered representative with Altus Wealth Group, LLC. Scott also holds the Series 66, Series 7, and SIE licenses. Prior to joining Altus Wealth Group, LLC, Scott worked at MORGAN STANLEY and FIRST COMMAND FINANCIAL PLANNING, INC. Scott is a specialist in providing investment and financial planning services to individuals, high-net-worth individuals, charitable organizations, investment clubs, corporations and other businesses, pension and profit-sharing plans. Scott's areas of expertise include portfolio management, financial planning, and selection of other advisors. Scott is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Scott Anderson is currently registered with Altus Wealth Group, LLC. Altus Wealth Group, LLC is a Colorado-based investment advisor firm that specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment clubs, charitable organizations, and pension and profit-sharing plans. They also offer consulting services. As of 2023, the firm manages over $445 million in assets.
Altus Wealth Group, LLC

423 SOUTH CASCADE AVENUE

COLORADO SPRINGS, CO 80903

$445.04M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Scott Anderson’s Registration & Firm History

CO

11/12/2019 - Present

Altus Wealth Group, LLC (COLORADO SPRINGS CO)

CO

05/23/2014 - 11/13/2019

MORGAN STANLEY (COLORADO SPRINGS CO)

CO

01/04/2012 - 01/15/2014

FIRST COMMAND FINANCIAL PLANNING, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 03/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Robert Anderson.
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