Advisor at Connect Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Connect Financial Advisors
Location
Providence, UT
Credentials
Series 63, Series 66
Industry experience
18 years
Adam Anderson is a financial advisor at Connect Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Ameriprise Financial Services. Anderson is also a general partner at Tree Line Income, LP, where he manages capital for a private fund. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and written financial planning services. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and manages approximately $58.6 million in discretionary assets across about 443 client relationships.
Based on Connect Financial Advisors
Based on Connect Financial Advisors
Financial planning fees range from $250 to $1,000 depending on client needs and complexity.
0.50% to 2.00% annually (negotiated fee range)
Providence, UT
California · Utah
Tree Line Income, LP
2025 - Present (1 year)
Connect Financial
2025 - Present (1 year)
Ameriprise Financial Services Inc.
2024 - 2025 (1 year)
Ameriprise Financial Services Inc
2018 - 2024 (6 years)
Edward Jones
2006 - 2018 (12 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Newton, UT
Ferguson Financial Advisors
Series 63, Series 65
Providence, UT
Connect Financial Advisors
CFP®, Series 63
North Logan, UT
Allred Jackson Financial Planning, LLC
CFP®, Series 66
Providence, UT
Connect Financial Advisors
CFP®, Series 65
Providence, UT
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Series 65
Logan, UT
Peak Investment Coaching, LLC
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