James Michael Anderer
Investment adviser representative at 4thought Financial Group Inc.
11 yearsExperience
3 statesRegistered in
$214.3MFirm assets
14 yearsFirm in business
Are you James Michael Anderer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed 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
11 years in the industry.
- 4thought Financial Group Inc.May 2025 to now
- Automatic Manufacturing Systems, Inc.May 2025 to now
- Mega Code LLC.Jul 2020 to now
- Principal Life InsuranceJul 2024 to Apr 2025
- Principal SecuritiesJul 2024 to Apr 2025
- Inktel / Buena Vista CreativeApr 2021 to Dec 2023
- UltatelApr 2020 to Mar 2021
- The Harvard CompaniesMay 2018 to Mar 2020
- Automatic Manufacturing Systems, Inc.Jan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, NY).
4thought Financial Group Inc.
$214.3MAssets managed
344Clients
5Advisers
14 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
- 7954647
- Firm CRD
- 162997