Broker Check

Timeline of Career, Accomplishments & Awards

1994 -Started in the financial services industry with internship at AIM Investments

1995 -Graduated from University of Houston
-Hired full time at AIM Investments
-Passed securities registration exams

1998 -First Ironman Distance triathlon, time 12:00.52 (2.4mi swim, 112mi bike & 26.2 mi run)

1999 -Promoted to Vice President, Southern Region at Lincoln Financial Group
-Developed KORE Indicator, the formula for our proprietary asset management model

2000 -Received Top Performer Award at Lincoln Financial Group

2001 -Completed IRONMAN California, time 12:23.20

2002 -Graduated from Financial Planning program at University of St. Thomas
-Hired as VP to start the Regional Broker/Dealer Division at Jackson National Life

2005 -GE/Genworth Financial, VP of Mutual Funds and Insurance Distribution in Texas Region

2008 -Team Genworth winner- Retirement Income

2009 -Founded W.R. Anderson & Co. Wealth Management

2014 -Five Star Wealth Advsior*

2015 -Five Star Wealth Advsior*

2016 - 2 IRONMAN Triathlon Finishes (Texas, Vineman-Santa Rosa)
-Five Star Wealth Advisor*
-Member Fidelity Advisor Council

2017 -Five Star Wealth Advisor*

2018-Five Star Wealth Advisor*

2019-Five Star Wealth Advisor*

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.