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Chief Compliance Officer & Managing Member · Anderson Financial Strategies, LLC

Shon P Anderson

CRD 5276913 · Named on Form ADV at one SEC-registered adviser

At a glance

Anderson Financial Strategies, LLC, an SEC-registered asset manager based in Dayton, OH with $402 million in regulatory assets, lists Shon P Anderson on its Form ADV as Chief Compliance Officer & Managing Member, a control person.

Firms and roles

AtlasMembers

Shon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.