Theresa Lynn Anderson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 02/1999 → 01/2024
  Fortis
  St Paul, MN
• 03/1999 → 01/2024
  Fortis Investors, Inc.
  St Paul, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oakdale, MN

Previous Registrations

• 2014-01-23 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
  Woodbury, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-18
• S63 Uniform Securities Agent State Law Examination
  1986-09-15

Other Names

• Theresa Lynn Anderson
• Theresa Lynn Willhite
• Tootie Willhite
• Thresa Lynn Willhite