Brett D. Anderson

Client Services Associate

Brett is a dedicated Client Services Associate with over five years of experience in the Financial Services industry. Known for his strong organizational skills and client-focused approach, Brett plays a key role in streamlining onboarding processes, coordinating account setups, and ensuring a smooth transition for clients. His background in financial planning and operations allows him to effectively support advisors and maintain high standards of service and compliance. Brett is valued for his attention to detail, proactive communication, and commitment to delivering an exceptional client experience.

Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

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Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

Brett D. Anderson

Client Services Associate

Let’s Talk About Your Future

Fresh Insights, Direct to You.

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