Chuck Anderson

Focus Areas

Comprehensive Financial Planning

Insurance Solutions

Estate Preservation

Ongoing Review and Adjustment

About the Financial Advisor

Chuck Anderson owns his practice under the name of Anderson & Associates. He values his practice of building long-lasting relationships with his clients. Chuck greatly appreciates the opportunity to help manage, pursue, and protect all his client’s financial goals and successes. He believes that Financial Planning is the foundation upon which a customized investment plan is built. 

Chuck focuses on serving his clients in MN and is licensed in 17 other states in the US. 

He serves his clients by helping them build a foundation of personalized financial planning that supports independent wealth management strategies tailored to each client’ needs. Additionally, the team provides personalized service, portfolio monitoring, insurance, estate, wealth, asset accumulation, retirement income, and preservation strategies. 

Education and Designations

• University of Minnesota-Duluth 
• Registered and Independent Investment Advisor Representative 
• Series 7, 63, & 65 licenses
• MN, WI, TN, and FL Life & Health Insurance licenses 

Personal Life

Chuck has three daughters, Karley and her husband Kris, Kaitlyn and her husband David, and Hannah. His wife, Carol has a son, Ben, and his wife, Emily. They love spending time with their family and watching their three grandsons grow. He and Carol enjoy the outdoors, racing, camping and traveling.