Robert Taylor Anderson

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2014 → 03/2022
  Arrow Tank And Engineering
  Coon Rapids, MN
• 03/2022 → 06/2024
  Centurion Financial Strategies
  Bloomington, MN
• 02/2024 → 06/2024
  Centurion Financial Strategies Llc
  Bloomington, MN
• 07/2024 → Present
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 07/2024 → Present
  The Capital Advisory Group Advisory Services Llc
  Bloomington, MN
• 11/2025 → Present
  The Capital Advisory Group Advisory Services Llc
  Bloomington, MN

Previous Registrations

• 2025-11-11 → 2026-01-06
  The Capital Advisory Group Advisory Services, Llc
  Bloomington, MN
  Phoenix, AZ
• 2024-02-02 → 2024-07-01
  Centurion Financial Strategies Llc
  Bloomington, MN

Other Businesses

~1.) Robert Taylor Anderson; Insurance agent; Investment-related; Bloomington, MN; Position: Insurance Agent; Start date: 10/2024; Approximately 5 hours/month devoted to this business with 5 hours/month devoted during securities trading hours. ~2.) UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER; Investment-related; Bloomington, MN; Broker dealer; Registered Representative; Client Services start: 07/2024; Registered Representative start date: 12/2024; Less than 5 hours/month devoted to this business with less than 5 hours/month devoted during securities trading hours. ~3.) THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC; Investment-related; Bloomington, MN; RIA; Client Services start: 07/2024; IAR start date: 11/2025; Approximately 150 hours/month devoted to this business with 150 hours/month devoted during securities trading hours. ~4.) Andara Inc.; Not investment-related; Bloomington, MN; Nature of business: S-Corp; Position/title: President; Start date: 06/2025; Approximately 1 hour/month devoted to this business with 1 hour/month devoted during securities trading hours; Duties: Track expenses and revenue for Bloomington, MN office; no compensation received. 5) Innovative Planning Group - Investment Related DBA - IAR, 1.5.26, 160 Hrs/Month, Minnetonka MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-09
• S65 Uniform Investment Adviser Law Examination
  2024-02-02

Other Names

• Robert T Anderson