Anderson Financial Strategies, LLC

Overview

Anderson Financial Strategies, LLC is an SEC registered investment adviser based in Dayton, OH, registered since 2018. It reports $402M in assets under management across 230 accounts, with 7 employees. It has 5 investment adviser representatives.

Reported AUM

$402M

Discretionary

100%

Accounts

230

Average account

$1.7M

Employees

7

Advisory reps

5

Registered since

2018

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Shon P Anderson Chief Compliance Officer, Managing Member CRD 5276913

Advisory reps 3 of 5

• Shon Patrick Anderson Insurance Agent · Investment Adviser Rep CRD 5276913
• Timothy Ray Brown Insurance Agent · Investment Adviser Rep CRD 6441138
• Nicole E Lanning Investment Adviser Rep CRD 5491560

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

40 N Main St
Dayton, OH 45423

County

Montgomery

Metro area

Dayton-Kettering, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: andersonfinancialstrategies.com

Every state, with registration dates

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