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Lincoln Whitney Anderson

Investment adviser representative at Cimarron Wealth Management, Inc.
24 yearsExperience
1 stateRegistered in
$327.3MFirm assets
7 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 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
  • Seminars and workshops

Experience

24 years in the industry.

  1. Cimarron Wealth Management, Inc.Jan 2021 to now
  2. Lincoln W. Anderson, LLCMay 2002 to now
  3. Colorado West Investment, Inc.Sep 2020 to Jan 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (CO).

Cimarron Wealth Management, Inc.

$327.3MAssets managed
572Clients
9Advisers
7 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
7296943
Firm CRD
299627
Advisor's SEC record (opens in a new tab)
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