Advisor at Flatlands Wealth LLC
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
Flatlands Wealth LLC
Location
Oklahoma City, OK 73112
Credentials
CFP®, Series 65
Industry experience
3 years
Skylar Anderson is a CFP® and holds a Series 65 license with three years of industry experience. Currently the sole advisor at Flatlands Wealth LLC in Oklahoma City, Anderson previously worked at Foundations Investment Advisors, Aegis Wealth Management, and Cornerstone Capital Management. Outside of advisory work, Anderson operates an affiliated insurance business focused on retirement planning and insurance products. Flatlands Wealth LLC serves individual clients, including retail and high-net-worth households, providing discretionary asset management and comprehensive financial planning. The firm tailors portfolios to client goals using a mix of fundamental, technical, and Monte Carlo analysis, employing both platform models and third-party managers through a custodial model marketplace.
Based on Flatlands Wealth LLC
Financial Planning Services offered based on a flat fee of up to $10,000; $500 billed in advance with balance due upon plan delivery.
$0 - $4,000,000: 1.00% annually $4,000,000.01+: 0.50% annually
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance (commissions).
3030 Nw Expressway, Suite 300
Oklahoma City, OK 73112
Oklahoma · Texas
Flatlands Wealth LLC
2025 - Present (1 year)
Flatlands Wealth LLC
2025 - Present (1 year)
Foundations Investment Advisors, LLC
2023 - 2025 (2 years)
Aegis Wealth Management, Inc.
2022 - 2023 (1 year)
Anderson Financial LLC
2021 - Present (5 years)
Cornerstone Capital Management
2021 - 2025 (4 years)
Zeal Development Company
2020 - 2021 (1 year)
Cypress Community Church
2016 - 2020 (4 years)
Self-Employed
2011 - 2020 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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CFA®, Series 63
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