Financial ADVSR advisor directory · SEC adviser records
Anderson Financial Strategies, LLC financial advisors in Dayton, OH
Every SEC-registered investment adviser representative at a Anderson Financial Strategies, LLC office in Dayton, A to Z.
The short answer
4 registered advisors work at Anderson Financial Strategies, LLC in Dayton, out of 4 at the firm nationwide; it ranks number 18 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Anderson Financial Strategies, LLC advisors in Dayton, A to Z
Every Anderson Financial Strategies, LLC advisor →- Shon P. AndersonCertified Financial Planner, Chartered Financial Analyst
- Timothy R. BrownInvestment adviser rep
- Nicole E. LanningChartered Financial Consultant
- Matthew J. PeckCertified Financial Planner
Anderson Financial Strategies, LLC advisors in every city and state →Anderson Financial Strategies, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Dayton
All Dayton advisors →Raymond James Financial Services Advisors, Inc. 16Ameriprise Financial Services, LLC 13Beacon Capital Management, Inc. 13Pfs Investments Inc. 12Transamerica Financial Advisors, LLC 11Edward Jones 10Cetera Investment Advisers LLC 9LPL Financial LLC 9Waverly Advisors, LLC 9Ae Wealth Management, LLC 8Eubel Brady & Suttman 7Fifth Third Securities, Inc. 6
Questions
How many financial advisors does Anderson Financial Strategies, LLC have in Dayton?
4 investment adviser representatives are registered at Anderson Financial Strategies, LLC offices in Dayton, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Anderson Financial Strategies, LLC one of the largest advisor employers in Dayton?
Anderson Financial Strategies, LLC ranks number 18 in Dayton by registered advisors; Raymond James Financial Services Advisors, Inc. has the most, with 16.
How do I check a Anderson Financial Strategies, LLC advisor in Dayton?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Anderson Financial Strategies, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.