Anderson Financial Strategies, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 290343
- SEC number
- 801-121691
- Firm type
- RIA
- Assets under management
- $402.1M as of Mar 31, 2026
- Website
- www.facebook.com/AndersonFinancialStrategies ↗
- Phone
- (855)237-4545
- Address
- 2500 Stratacache Tower, Dayton, OH, 45423
Advisors at this firm
5 in our index · page 1 of 1
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Shon P AndersonCRD 5276913 · Dayton, OHIA RegisteredRegistration inactive
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Timothy Ray BrownCRD 6441138 · Dayton, OHIA RegisteredRegistration inactive
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Nicole E LanningCRD 5491560 · Dayton, OHIA RegisteredRegistration inactive
-
Collin James LyonCRD 7286988 · Dayton, OHIA RegisteredRegistration inactive
-
Matthew J PeckCRD 7013025 · Dayton, OHIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 290343 ↗
FINRA BrokerCheck record for firm CRD 290343 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.