Brook
Anderson
Cutler Investment Counsel, LLC
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About this Advisor
Brook Anderson is a certified financial planner who works out of Bellevue, Washington who has 2 years of industry experience. Anderson is on the advisory team at Cutler Investment Counsel, LLC. Their career trajectory has included roles at Symetra Financial, Kaizen Financial Advisors, LLC and Eddie Bauer. Anderson maintains a Series 65 license, designating them as an investment advisor representative, and can work in Washington. Cutler Investment Counsel, LLC is a registered investment firm that has its headquarters in Jacksonville, OR. The firm has offices in five locations and a total of 20 advisors. It has $1 billion in assets under management across its 1,790 customer accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advice to 12 charitable organizations. Of its 1,790 customer accounts, 32% are held by high-net-worth clients who have greater than $1 million in assets. The company provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services depend on which services the firm provides the client. However, fees billed by Cutler Investment Counsel, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cutler Investment Counsel, LLC Brokerage Details
$1,054,066,040
20
1,790
$588,864
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brook Anderson Work History
Brook has been registered as a financial advisor for 2 years.*
Kaizen Financial Advisors, LLC
Eddie Bauer
Symetra Financial
*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 Brook 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 Cutler Investment Counsel, LLC
Jacksonville, OR
Newport Beach, CA
Jacksonville, OR
Bellevue, WA
Bellevue, WA
Seattle, WA
Bellevue, WA
Anchorage, AK
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.
