Firm

Thomas M. Anderson, CFP®
President

I began my career in financial services in 1994 and have been affiliated through Securities America, Inc. since 1998.   I follow a comprehensive approach to providing financial solutions to individuals, families, executives, and small business owners.   Specifically, I help clients implement investment management, retirement planning, college fund planning, insurance and estate planning strategies.  

I hold the FINRA Series 4, 7, 24, 53 and 66 industry licenses in addition to life, health and variable annuity licenses.  I also earned a Bachelor of Science Degree in Business Management from Northwest Missouri State University.  

Additionally, I've completed the educational and experience requirements to earn the CFP® designation and am a CERTIFIED FINANCIAL PLANNER practitioner.

Email me at: tanderson@tpwealth.com or tanderson@securitiesamerica.com

CFP® and CERTIFIED FINANCIAL PLANNERTM marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 

      

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck