Bill Anderson, CLU®  ChFC®, CKA®
Wealth Strategist, Greater Minneapolis/St. Paul, MN Region 

Bill has 35+ years of financial services experience, with the last 20 spent in the Minneapolis/St. Paul, MN, area but also across the nation. He specializes in estate, wealth planning, charitable giving, business succession, and executive compensation planning for ultrahigh net worth families, business owners, and senior executives with estates from $5 million to $2 billion.

For most of these clients, this involves working with their advisors to establish, fund, and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.

Bill holds a bachelor’s degree from Augsburg University in Minneapolis, MN. He also has a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College of Financial Services. Certified Kingdom Advisor (CKA) from Kingdom Advisors. FINRA Series 7 & 63 licenses and Registered Representative of the Leaders Group, Inc. Member FINRA. Bill is also part of Kingdom Advisors and the American College of Financial Services.

Bill’s passion for the insurance industry stems from his deep-seated desire to make a meaningful difference in people’s lives on a daily basis. While his second choice would have been a golf pro, he found that the satisfaction of helping to improve someone’s golf handicap paled in comparison to the impact he could make in this industry.

Bill’s personal interests and lifestyle reflect his commitment to a balanced and fulfilling life. He is an advocate for an active lifestyle and prioritizes his health, regularly engaging in travel, golf, and various outdoor activities. Bill and his wife, Lisa, live in Rotonda, West Florida, during the winters. They spend the summer months in the Twin Cities area of Minnesota, where they cherish their time with their three adult children and their families.