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Shon Anderson

Anderson Financial Strategies

2500 Stratacache Tower

Dayton, OH 45423
(937) 6109388

TRUSTED. INDEPENDENT. CREDENTIALED.

About Anderson Financial Strategies

Anderson Financial Strategies, LLC is an independently owned financial planning and investment management firm located in Dayton, Ohio. Our mission is to provide both individual and business clients with boutique level attention along with the most advanced financial strategies to help them achieve their goals.

We embrace serving as a fiduciary to our clients by placing their needs first. Our focus is on providing unbiased, objective advice that is customized to fit the unique needs of our clients.

As a client, you will be plugged into an "ecosystem" of financial advice that is designed to give you confidence about your financial decisions.

General Information

Firm Start Year

2012

No.of Employees

2-4

CRD#

5276913

Firm CRD#

290343

Name of Custodial Firm

TD Ameritrade

States Licensed in

AZ, FL, IN, OH, SC, VA

Years of Experience in Financial Services

17

Number of Years with Current Firm

8

I work with the following types of clients

Businesses, Non-Profit Organizations, Investment Clubs, Individual Investors

Services

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Stocks

I can meet clients in the following ways

Via phone, Via email, Video Conference, At your office, At my office, At your home

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFA®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Disability

Financial Organization Memberships

Dayton CFA Society

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Fee % Based on Assets

0.55-1.25%

Education

Bachelors of Science in Business - Financial Services

Wright State University
-

Masters of Business Administration - Finance

Wright State University
-