ANDERSON FINANCIAL STRATEGIES, LLC
CRD #290343 SEC #801-121691 DAYTON, OH (855)237-4545
SEC Registered
Total AUM
$348.1M
Discretionary
$348.1M
Employees
7
Clients
101
Accounts
642
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
| ANDERSON, SHON, P | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (4)
FL NE OH TX
Address
2500 STRATACACHE TOWER40 N MAIN ST.
DAYTON, OH 45423
United States
Phone: (855)237-4545