Connect Financial Advisors
40yrs
Top advisor by experience in Providence
20yrs
Adam Bruce Anderson
Financial advisor at Connect Financial Advisors
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 72% of advisors in Utah
OfficeProvidence, UT
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Connect Financial Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Apr 2025 – nowConnect Financial AdvisorsCurrent firm
- 2018 – 2024Ameriprise Financial Services, LLCPreviously
- 2008 – 2018Edward JonesPreviously
Questions to ask Adam
Tailored to Adam’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Adam
How do I contact Adam?
Call Connect Financial Advisors at 435-713-4220 and ask for Adam Bruce Anderson. Adam works from the Providence, UT office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2006, about 20 years. More experience than 72% of advisors in Utah.
What licenses does Adam hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Connect Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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