Thomas M. Anderson, CFP®

Thomas M. Anderson, CFP®


I began my career in financial services in 1994 and I follow a comprehensive financial planning process with individuals, families, executives, and small business owners. Specifically, I help clients with 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 through LPL Financial. 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.

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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.