Kurtis Anderson
Investment adviser representative at Pfg Advisors
10 yearsExperience
3 statesRegistered in
$3.3BFirm assets
11 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Pfg Advisors LLCSep 2026 to now
- United Planners Financial Services of AmericaSep 2026 to now
- Cetera Investment Advisers LLCMay 2024 to Sep 2026
- Cetera Investment Services LLCMay 2024 to Sep 2026
- Pfg AdvisorsApr 2023 to May 2024
- Securities America, Inc.Apr 2023 to May 2024
- LPL Financial LLCOct 2021 to Mar 2023
- StudentSep 2020 to Oct 2021
- Equitable Advisors, LLCJan 2019 to Sep 2020
- AXA Advisors, LLCJan 2019 to Jun 2020
- UnemployedMay 2018 to Jan 2019
- Cu DenverJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, OR).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 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
- 7054788
- Firm CRD
- 173344