Jeff S. Anderson, CFP®, PFS®, AIF®

Wealth Care Director
Chairman, CEO, and President
Shareholder
Location: Hastings, NE 

Position
  • CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) 
  • Personal Financial Specialist (PFS) 
  • Accredited Investment Fiduciary (AIF®) 
  • Designated Principal and Investment Adviser Representative with Wealth Advisors Network, Inc. 
  • Series 24, 7, 63, 65 Securities Registrations 
  • Registered Representative and Supervisory Branch Principal with Cambridge Investment Research, Inc. (Broker/Dealer) 
  • Licensed Agent for Life Insurance, Annuities, and Variable Contracts with Cambridge Investment Research, Inc. and/or Wealth Advisors Network, Inc. 
  • Training Leader for Advisers Located in Nebraska, Colorado, New York, and Pennsylvania 
  • Member and Chairman of the Wealth Advisors Network, Inc., Investment Committee – Responsible for approving Investment Policy and Portfolio Recommendations for our Investment Adviser Representatives 
  • Past Certified Public Accountant (CPA) with Contryman Associates, P.C. (inactive status as of October 1, 2021, when I retired from Contryman Associates, P.C.) 
Background/Experience
  • Started with Contryman Associates, P.C. in 1989
  • Managing Shareholder and President of Contryman Associates, P.C. 10/1/1999-5/31/2018
  • CEO from 10/1/1999-9/30/2020. Chairman of the Board from 10/1/2002-9/30/2020
  • Retired October 1, 2021, from Contryman Associates, P.C., when Wealth Advisors Network, Inc. ownership was transferred from Contryman Associates, P.C. to Jeff S Anderson and Jeni Charron to manage/serve full time.   
  • Extensive Experience and/or education in Financial and Business Consulting including Financial Planning, Risk Management, and Insurance, Estate Planning, Retirement Planning, and Investment Management for Foundations, Business Owners, and High Net Worth Individuals. 
  • Coordinating Sponsor for CPAConnect member firms in Nebraska and Colorado through 9/30/2018.
Education
  • University of Nebraska at Omaha BS Business Administration with Specialization in Accounting 
  • The College for Financial Planning in Denver CFP® Professional Education Program 
Community Activities
  • Board Chairman and Member – Mary Lanning Memorial Healthcare Board of Trustees, Hastings, Nebraska 
  • Board of Director Member – Mary Lanning Hospital Trust, Hastings, Nebraska 
  • Central Community College Foundation Board Member, Executive Committee Member & Finance Committee Chairman 
  • Nebraska Shooting Sports Foundation (NESSF) – Founding member and Board of Directors Member 
  • Founding Member, Owner, and Manager of Archery Solutions, LLC 
  • Highland Realty Co. (Lochland CC Realty) Hastings, Nebraska – Board of Directors Member 
  • Lochland Country Club, Hastings, Nebraska – Past Chair of the Strategic Planning Committee; Past President and Past Board of Directors Member 
  • Past Hastings Chamber of Commerce Ambassador – Past President 
  • Ducks Unlimited: Gold Legacy and Diamond Life Sponsor, Past Hastings Area Ducks Unlimited Chapter Committee Member, Past Area Co-Chairman of the Year for Nebraska, Past Treasurer for Hastings and Kearney, Nebraska, Chapters, Past Kearney Chapter Committee Member
  • Past Board Member for Leadership Kearney and Leadership Hastings – Graduate of both Programs 
  • Past Kearney Chamber of Commerce Colonel  
  • Past Executive Board Member Kearney United Way
  • Past Board Member Kearney Sertoma Club 
  • Past Council Board Member Faith Lutheran Church, Past Committee Member, and Past Chairman of the Stewardship Committee 
Memberships
  • American Institute of Certified Public Accountants Member 
  • Nebraska Society of Certified Public Accountants Member (through September 30, 2021), Past Member Board of Directors, Past Member Strategic Planning Task Force, Past Chairman Small Business Committee, Past Vice-Chairman Industry Committee 
  • Past CPAmerica International Investment Advisory Committee Chairman 
  • Past CPAmerica Advisory Group Member for Concierge Services 
  • Past CPAmerica International VIP Consulting Volunteer 
  • Past Nebraska Society of CPA’s Foundation Board Member 
  • Past National Advisory Council Member for 1st Global Capital Corp. based in Dallas, Texas 
  • Past CPAmerica International Board of Directors Member, Financial Services Advisory Group Member, and CPAmerica Board Liaison for CPA Connect Advisory Board – CPAmerica International is based in Florida 
Check the background of investment professionals on FINRA’s BrokerCheck.
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