Anderson Financial Strategies, LLC
Anderson Financial Strategies, LLC (CRD# 290343) is a financial advisory firm headquartered in Dayton, OH. They manage $245,683,085 in 205 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management246MILLION
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Total Number of Accounts205ACCOUNTS
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Average Account Value$1,198,454
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
OH, TX
Shon Anderson (CRD# 5276913) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has over 17 years of experience in the finance industry.
Timothy Brown (CRD# 6441138) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has over 9 years of experience in the finance industry.
Sarah Schwieterman (CRD# 7683103) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has 1 year of experience in the finance industry.