Guided Wealth Portfolios
Financial Advisor Partnership
Call or schedule in-person meetings with our Financial Advisor.
Diversified Portfolio
Access investment products, including mutual funds, stocks, bonds, and annuities, that are built around your goals through retirement, advisory, and brokerage accounts.
Online Account Access
Stay updated on your investments with an online dashboard and access to important documents.
Minimum amount to invest is $5,000.
Meet Mick Anderson
Mission
Mick's mission is simple: Educate clients so that they are more prepared for their financial future. Working throughout the Nashville area, Mick has helped clients gain better control of their finances and understand the importance of setting up a plan to pursue their long-term goals. He works closely with his clients to develop investment strategies that are aligned with their needs.
When clients work with Cornerstone Financial Investments and Insurance, they can expect an advisor that doesn’t confuse them with industry jargon but instead sits down with them personally and educates them about where their money will go. Mick provides a low-pressure environment. He does not try to convince clients to purchase particular services or products; instead, he guides them to an investment strategy that is right for them and their families.
Experience
Mick started his investment career as a stockbroker in 1990 and has been with Cornerstone Investments and Insurance since 2003. His significant experience in assessing individual risk tolerance and customizing financial solutions helps clients work towards maximizing their investment potential. Mick is a Registered Representative through LPL Financial, a broker-dealer with access to a large portfolio of securities products.
Mick graduated from Auburn University with a degree in Political Science and holds his Series 7, 66, and 63 securities registrations held through LPL Financial. He is also a CERTIFIED FINANCIAL PLANNER® professional, one of the highest regarded designations in the industry.
Build a Partnership
Mick works with the belief that while any advisor can provide investments, it’s the trusted relationship that can be harder for clients to find. With more than 25 years of experience and a commitment to providing impeccable service, Mick seeks to build long-term partnerships with his clients. By providing objective advice and honest recommendations, he can manage his clients’ assets and investments so that they can focus on the things that they love. When working with Mick, clients can benefit from a holistic financial planning approach, object advice, meeting flexibility, and strong communication.
Products and Services
Access a comprehensive suite of services designed to address your unique needs, wherever you are in life.
Wealth Management
Work with Mick to create a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Your portfolio will utilize stocks, bonds, mutual funds, ETFs, and/or alternative investments through Traditional IRA, Roth IRA, and Brokerage accounts. You can also rollover your retirement accounts from previous employers.
Financial Planning Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. Mick can assist with creating strategies for Retirement, Estate Planning, College Savings, Income and Cash Flow.
Insurance
Do you have the right insurance to help protect your assets and your loved ones? Mick can help you address your insurance needs and assess appropriate options for Life Insurance and Long-Term Care Insurance.
Consult with Mick
Mick works with a vast array of clients, and specialize in helping individuals with investable assets, or money in motion, make sound financial decisions. Contact him today if you are seeking guidance regarding your financial future.
Securities and Advisory services offered through LPL Financial, a registered investment advisor and broker-dealer. Member FINRA and SIPC. Insurance products are offered through LPL Financial or its licensed affiliates. Cornerstone Financial Credit Union and Cornerstone Financial Investments & Insurance are not registered as a broker-dealer and are not affiliated with LPL Financial. Registered representatives of LPL offer products and services using Cornerstone Financial Investments & Insurance and may also be employees of Cornerstone Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Financial Credit Union or Cornerstone Financial Investments & Insurance.
The investment products sold through LPL Financial are not insured Cornerstone Financial Credit Union deposits and are not NCUA insured. These products are not obligations of Cornerstone Financial Credit Union and are not endorsed, recommended, or guaranteed by Cornerstone Financial Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Cornerstone Financial Credit Union ("CFCU") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay CFCU for these referrals. This creates an incentive for CFCU to make these referrals, resulting in a conflict of interest. CFCU is not a current client of LPL for advisory services. Read the full disclosure about this business relationship.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, FL, GA, KY, SC, TN, VA. Check the background of your financial professional on FINRA's BrokerCheck.