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Brook Austin Anderson

Cutler Investment Group

Bellevue, WA

CRD 6566083

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Employer firm

Cutler Investment Group CRD 128483

$1.54B regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Cutler Investment Group

525 Bigham Knoll, Jacksonville, OR 97530 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-11-30
  • WA RA
    APPROVED
    Since 2021-11-30

Branch Locations

10655 Ne 4Th Street Suite 800, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kaizen Financial Advisors, Llc Bellevue WA 10/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-28
  • S65 Uniform Investment Adviser Law Examination
    2015-09-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

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