Anico Financial Solutions, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
84
Avg account
$0

Firm details

Headquarters
Des Moines, Iowa
CRD number
300285
Registered since
December 20, 2019

Firm profile

FINTRX

Overview

Anico Financial Solutions, LLC is organized as a limited liability company and is classified in FINTRX data as an insurance broker-dealer. The firm is SEC-registered (registered in 2019) and listed as having a combination owner type—domestic entity and individual ownership. FINTRX does not record the firm as a capital allocator or as a multi-state adviser, and it is not flagged as an active ESG investor, pension consultant, or related adviser. The available information does not describe advisory services, fee schedules, client segments, or specific business lines beyond its insurance broker-dealer classification. That classification suggests the firm's primary activities are likely centered on insurance distribution and related intermediary services rather than on directly managing third-party investment capital.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Elizabeth Bailey

    Elizabeth Bailey

    Chief Operating Officer and Chief Compliance OfficerCRD 4154255

Contacts

3 of 83
  • Kevin Schomer

    Kevin Schomer

    Registered RepresentativeCRD 5829863

  • Brian Hait

    Brian Hait

    Senior ManagerCRD 5356818

  • Martin Kyler

    Senior Compliance AnalystCRD 7031253

Unlock 80 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Des Moines, IA

Polk

Location

Des Moines, IA

Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
1150 Locust St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth