Kurt
Anderson
Fairhaven Wealth Management, LLC
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About this Advisor
Kurt Anderson is a certified financial planner who works out of Wheaton, Illinois who has 6 years of industry experience. Anderson currently works for Fairhaven Wealth Management, LLC. Over the course of their career, they have held roles at Voyage Financial Group, Lpl Financial LLC, Fairhaven Wealth Management, LLC and Linsco/Private Ledger. Anderson maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to serve investors in Illinois. Fairhaven Wealth Management, LLC is a financial advisory firm based in Wheaton, IL. It manages $607 million in assets between its 1,465 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 1,465 accounts, 46% are associated with high-net-worth clients who have more than $1 million in assets. Fairhaven Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees usually vary depending on which service is offered. Fees charged by Fairhaven Wealth Management, LLC can consist of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fairhaven Wealth Management, LLC Brokerage Details
$606,682,363
18
1,465
$414,118
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Kurt Anderson Work History
Kurt has been registered as a financial advisor for 6 years.*
Fairhaven Wealth Management, LLC
Voyage Financial Group
Lpl Financial LLC
Linsco/Private Ledger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kurt Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fairhaven Wealth Management, LLC
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Glenview, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.