Ross L Anderson
Investment adviser representative at Channel Wealth, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$850.9MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Channel Wealth, LLCOct 2022 to now
- Ameriflex Financial ServicesDec 2013 to Oct 2022
- Sagepoint FinancialDec 2013 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Channel Wealth, LLC
$850.9MAssets managed
2,019Clients
9Advisers
3 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
- 5677662
- Firm CRD
- 323461