Shon
Anderson
Anderson Financial Strategies, LLC
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About this Advisor
Shon Anderson is a financial advisor based in Dayton, Ohio, working with Anderson Financial Strategies, LLC. Shon has previously held positions at Cutter & Company, Inc D/B/A Anderson Financial Strategies, LLC, Wright State University, Anderson Financial Strategies, LLC, Kier Educational Resources, Rental Properties, Cfa Society Dayton, and United Planners Financial Services Of America. Shon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Shon is part of Anderson Financial Strategies, LLC, which operates out of Dayton, Ohio. The firm has 6 employees and manages assets totaling $245.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Anderson Financial Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Anderson Financial Strategies, LLC Brokerage Details
$245,683,085
6
205
$1,198,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Shon Anderson Work History
Anderson Financial Strategies, LLC
Cfa Society Dayton
Wright State University
United Planners Financial Services Of America
Kier Educational Resources
Cutter & Company, Inc D/B/A Anderson Financial Strategies, LLC
Rental Properties
Disclosures
Please visit the SEC profile of Shon Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Anderson Financial Strategies, LLC
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
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