Christopher Anderson has been Owner of Soulence Wealth Management II since January 2026, is a control person of the firm and directly owns between 50% and 75% of it. Christopher Anderson studied at Utah Valley University.
Soulence Wealth Management II LLC is a Pleasant Grove, UT firm with $108M under management, 410 clients and 5 advisers across 3 offices, as of its June 2026 filing.
Christopher Anderson is Senior Partner of Soulence Wealth Management and an Investment Advisor Representative. He formed Soulence in 2007. Before that he worked for more than 6 years at Lone Peak Business Solutions, Inc., where he gained tax experience with business owners and investors.
Christopher Anderson’s longest registration was 10 years at Corecap Advisors (2015–2025). Before joining Soulence Wealth Management II in 2026, Christopher Anderson was registered through Corecap Advisors and Transamerica Financial Advisors, Inc.
- Soulence Wealth ManagementCurrent– present · under a yearPleasant Grove, UT · Adviser representative · Firm CRD 340580
- Corecap Advisors– · 10 yearsOren, UT · Adviser representative · Firm CRD 158819
- Transamerica Financial Advisors, Inc.– · under a yearOrem, UT · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Christopher Anderson is registered as an investment adviser representative in Utah, since March 2026.
- UtahSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 February 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Christopher James Anderson
- CRD
- 6308983
- Firm
- Soulence Wealth Management II · CRD 340580
- Role
- Owner
- Office
- 220 S 2500 W, Pleasant Grove, UT 84062
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- soulencewealth.com
Where does Christopher Anderson work?
Christopher Anderson has been Owner of Soulence Wealth Management II LLC since January 2026, and is a control person of the firm.
Is Christopher Anderson a financial advisor?
Yes. Christopher Anderson has a current investment-adviser registration in Utah, through Soulence Wealth Management II since March 2026.
How many years of experience does Christopher Anderson have?
Christopher Anderson has 10 years in the financial industry, since January 2016, across 3 adviser firms.
What exams has Christopher Anderson passed?
Christopher Anderson has passed 3 licensing exams: the Series 65, Series 63 and Series 6. The earliest, the Series 65, was passed in January 2015. FINRA credited Christopher Anderson with the SIE, which began in October 2018.
Where did Christopher Anderson work before Soulence Wealth Management II?
Before Soulence Wealth Management II, Christopher Anderson was registered through Corecap Advisors, March 2015 to March 2025; Transamerica Financial Advisors, Inc., January 2015 to February 2015.
Where is Christopher Anderson based?
Christopher Anderson’s registered office is in Pleasant Grove, UT.
Is Christopher Anderson registered with FINRA?
No. Christopher Anderson has no current broker registration.
How can I verify Christopher Anderson’s record?
Search CRD 6308983 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Anderson’s full registration record.
