Unclaimed Profile

Lincoln Whitney Anderson

CIMARRON WEALTH MANAGEMENT, INC.·MONTROSE, Colorado

Series 65Clean record5 years registeredCIMARRON WEALTH MANAGEMENT, INC.

1731 E NIAGARA RD, MONTROSE, CO 81401CRD# 7296943Firm CRD# 299627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lincoln Whitney Anderson · MONTROSE, CO

Registration

CRD #7296943 · CIMARRON WEALTH MANAGEMENT, INC. · 5 years registered

Brand Profile

Not yet started

Career History

CIMARRON WEALTH MANAGEMENT, INC.

Dec 2020 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 8, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CIMARRON WEALTH MANAGEMENT, INC.

CRD 299627 · SEC 801-116955

AUM

$205M

Regulatory assets under management

Employees

986 client accounts

Services offered by CIMARRON WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CIMARRON WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Lincoln Whitney Anderson offer?

Lincoln Whitney Anderson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MONTROSE, Colorado for a consultation.

What are Lincoln Whitney Anderson's credentials?

Lincoln Whitney Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lincoln Whitney Anderson located?

Lincoln Whitney Anderson is based in MONTROSE, Colorado, working with CIMARRON WEALTH MANAGEMENT, INC.. Their office serves clients in the MONTROSE metropolitan area and surrounding communities.

How does Lincoln Whitney Anderson charge for services?

Lincoln Whitney Anderson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CIMARRON WEALTH MANAGEMENT, INC.?

CIMARRON WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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