Investment Adviser Representative · Cimarron Wealth Management, Inc.
Lincoln W. Anderson
CRD 7296943 · Named on Form ADV at one SEC-registered adviser
At a glance
Cimarron Wealth Management, Inc., an SEC-registered wealth manager based in Montrose, CO with $327 million in regulatory assets, lists Lincoln W. Anderson on its Form ADV as Investment Adviser Representative.
Firms and roles
- Cimarron Wealth Management, Inc.Investment Adviser RepresentativeWealth manager · Montrose, CO · $327M in regulatory assets
AtlasMembers
Lincoln’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lincoln’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kevin S. SanderfordPresident, Cimarron Wealth Management, Inc.
- Betty J. TomlinsonVice President, Cimarron Wealth Management, Inc.
- Michael J. MurphyInvestment Adviser Representative, Cimarron Wealth Management, Inc.
- Ashley N. DejulioChief Compliance Officer, Cimarron Wealth Management, Inc.
- Kyle A. KyburzInvestment Adviser Representative, Cimarron Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lincoln’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.