John Eric Anderson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2010 → 02/2025
  Concourse Financial Group Securities Inc
  Colorado Springs, CO
• 03/2010 → Present
  (Dba) Rt Course Wealth Management
  Colorado Springs, CO
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Colorado Springs, CO
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-08-09 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Colorado Springs, CO
  Birmingham, AL

Other Businesses

1) (dba) RT COURSE WEALTH MANAGEMENT; Investment Related; 12325 Oracle Blvd, Ste 121, Colorado Springs, CO 80921; Owner; Start Date 03/2010; 160 hours per month; In addition to securities investments, I also provide the following: Life, Health, Long Term Care, Disability, Variable and Fixed Annuity insurance products and services. 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2025; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2010-08-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant