Stephen F. Anderson Clu Chfc Cfp® Email & Phone Number

As a Director at Oyster Consulting I focus on helping Broker-Dealers, Registered Investment Advisors, Insurance Companies and other Financial Service firms solve their Strategic Planning, Recruiting, Merger & Acquisition and Customer Service needs. Based on my experience leading financial service firms, I can offer appropriate solutions to Oyster’s clients. With the best information firms can make the best decisions. At Oyster consulting we create simplicity in a complex environmentI have experience combining firms through acquisition and mergers and have operated with different clearing firms and self-clearing platforms. I began my career as an advisor and have extensive experience working with and recruiting advisors. I have served as COO and President/CEO of Broker Dealers that were part of Pacific Life and LPL's network of Broker Dealers. I was a member of LPL's Executive Management Team. Served as Chairman of the Chicago FINRA District Committee. I have served in management positions in a Multiline Insurance Company. I have been involved in all operations of the broker-dealer, but my passion is strategic planning, recruiting and insurance sales and operations. At Oyster Consulting we have over 1,000 years of combined experience in the Financial Services area, while remaining current with industry standards, trends and best practices. Oyster consultants can provide a 360-degree view of your firm and offer unique, practical solutions.

Listed skills include New Business Development, Retirement Planning, Plannning, Estate Planning, and 46 others.