Lincoln Whitney Anderson

Employer firm

Cimarron Wealth Management, Inc. CRD 299627

$327M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars

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

Current Employers

Cimarron Wealth Management, Inc.

1701 Niagara Rd, Montrose, CO 81401 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2020-12-08

CO RA
APPROVED

Since 2020-12-08

Branch Locations

1115 N. Main St. Suite A, Gunnison, CO 81230 • United States

1701 Niagara Rd, Montrose, CO 81401 • 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

Organization	City	State	From	To
Lincoln W. Anderson, Llc	Montrose	CO	05/2002	Present
Colorado West Investment, Inc.	Montrose	CO	09/2020	01/2021
Cimarron Wealth Management, Inc.	Montrose	CO	01/2021	Present
Cimarron Wealth Management, Inc.	Montrose	CO	01/2021	Present

05/2002 → Present

Lincoln W. Anderson, Llc

Montrose, CO
09/2020 → 01/2021

Colorado West Investment, Inc.

Montrose, CO
01/2021 → Present

Cimarron Wealth Management, Inc.

Montrose, CO
01/2021 → Present

Cimarron Wealth Management, Inc.

Montrose, CO

Other Businesses

1. Lincoln W. Anderson, LLC - non-investment related, Duties include: Licensed Attorney (date obtained 10/1983 to present) and Owner. Montrose, Colorado. From 05/2002 to Present.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-08

S65 Uniform Investment Adviser Law Examination

2020-12-08

Other Names

Lincoln W Anderson
Lincoln Anderson

View on SEC IAPD