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).

Current Firm Details
2500 Stratacache Tower, 40 N Main St., Dayton, OH 45423
https://www.facebook.com/andersonfinancialstrategies/
By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $1,198,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Anderson Financial Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Shon Anderson, financial advisor Dayton OH
Shon P. Anderson
CRD#: 5276913
2500 Stratacache Tower, 40 N Main St., Dayton, OH 45423

Shon Anderson (CRD# 5276913) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has over 16 years of experience in the finance industry.

2
Timothy Brown, financial advisor Dayton OH
Timothy R. Brown
CRD#: 6441138
2500 Stratacache Tower, 40 N Main St., Dayton, OH 45423

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.

3
Sarah Schwieterman, financial advisor Dayton OH
Sarah N. Schwieterman
CRD#: 7683103
2500 Stratacache Tower, 40 N Main St., Dayton, OH 45423

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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