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John T. Anderson

John Anderson
  1. Overview

With more than 20 years of financial services experience, John began his career at Lehman Brothers. He focuses on and enjoys getting to know each of his clients individually to understand what they want to accomplish. John believes a cornerstone of financial planning is recognizing that everyone’s economic and life situation is unique. This lets him customize a plan that helps his clients reach their goals – one that maximizes returns while minimizing risk. Then, he continues to monitor each of his clients’ plans to ensure they’re on track, making adjustments and recommendations whenever necessary based on their current needs and market conditions.

John is an avid follower of the investment markets and the economy, which helps him better navigate the options available to his clients.

John has a bachelor’s degree in economics from the University of Wisconsin-Madison, holds licenses in life, health and long term care insurance and is FINRA licensed. He also holds Series 6,7, 63 and 66 licenses.

“I am determined to do everything I can to ensure my clients’ portfolios are best positioned to meet their goals. I want our members to have the confidence and peace of mind in knowing that their money is being professionally managed, continually evaluated and invested in a strategy designed specifically to meet their unique financial needs.”


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