Michael G. Anderson

Employer firm

Threadline Wealth CRD 108917

$5.77B regulatory AUM 41 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 01/2020
  Winans Investments
  Novato, CA
• 07/2018 → 09/2018
  Camelbak
  Petaluma, CA
• 03/2017 → 07/2018
  Ameritech Financial
  Rohnert Part, CA
• 01/2009 → 03/2017
  Bear Creek Mountain Resort
  Macungie, PA
• 01/2020 → Present
  Moss Adams Wealth Advisors Llc
  Santa Rosa, CA

Previous Registrations

• 2019-06-26 → 2020-01-31
  Winans Investments
  Las Vegas, NV
  Novato, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-26

Other Names

• Gabe Anderson