Terry Morris Anderson
Investment adviser representative at Maia Wealth
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$973MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Maia Wealth, LLCMar 2020 to now
- Integrated Financial Architects, LLCFeb 2017 to now
- Mountain Sales Tax, LLCFeb 2017 to now
- Capital Asset Management, LLCFeb 2017 to Mar 2020
- First Allied Advisory Services, Inc.Sep 2013 to Mar 2020
- First Allied Securities IncAug 2013 to Mar 2020
- Caa Financial Services, LLCJan 2011 to Jan 2017
- Wealth By Design and ManagementJan 2007 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Maia Wealth
Legal name: Maia Wealth, LLC
$973MAssets managed
2,148Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2374045
- Firm CRD
- 292817