Bradley
Anderson

Mainsail Financial Group

CRD#5990740
Investment Advisor
in Bellevue, WA

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About this Advisor

Bradley Anderson is a financial advisor based in Bellevue, Washington, working with Mainsail Financial Group. Bradley has previously held positions at Symetra Life, Symetra Securities, Inc, Symetra Life Insurance Company, Mercer Global Advisors Inc, Mainsail Financial, and Mainsail Financial Group, LLC. Bradley has passed the Series 63 regulatory exam and is registered to provide services in Alaska, Arizona, California, New Hampshire, Texas, and Washington. Currently, Bradley is part of Mainsail Financial Group, which operates out of Bellevue, Washington. The firm has 7 employees and manages assets totaling $191.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Mainsail Financial Group includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11245 Se 6Th Street Suite 140
Bellevue, WA 98004

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Mainsail Financial Group Brokerage Details

Total Assets Under Management

$191,575,878

WA Average: $3,566,627,242
Total Number of Employees

7

WA Average: 46
Total Number of Accounts

698

WA Average: 1,499
Average Account Size

$274,464

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Bradley Anderson Work History

2024 - Present (0 year)

Mainsail Financial

2024 - Present (0 year)

Mainsail Financial Group, LLC

2023 - 2023 (< 1 year)

Mercer Global Advisors Inc

2022 - 2023 (1 year)

Mercer Global Advisors Inc

2021 - 2022 (1 year)

Mercer Global Advisors Inc

2019 - 2021 (2 years)

Symetra Life Insurance Company

2013 - 2021 (8 years)

Symetra Securities, Inc

2010 - 2019 (9 years)

Symetra Life

Disclosures

Please visit the SEC profile of Bradley 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 Mainsail Financial Group

Felicia Fly
Bellevue, WA
Eddy Su
Bellevue, WA
Samantha Kennedy
Bellevue, WA
Brandon Steele
Bellevue, WA
Adam Laibson
Bellevue, WA
Bradley Anderson
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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