Anico Financial Solutions, LLC
Firm details
- Headquarters
- Des Moines, Iowa
- CRD number
- 300285
- Registered since
- December 20, 2019
Firm profile
FINTRXOverview
Anico Financial Solutions, LLC is organized as a limited liability company and operates as an insurance broker‑dealer. The firm registered with the SEC in 2019 and is owned at the entity/individual level. In the available records it does not act as a capital allocator, does not identify as an active ESG investor, and is not registered or represented as a multi‑state investment adviser or pension consultant. No affiliated adviser relationships or advisory activity details were provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Elizabeth Bailey
Chief Operating Officer and Chief Compliance OfficerCRD 4154255
Contacts
3 of 82
Taunie Uhlenhake
Internal WholesalerCRD 4940216
Marsha Bailey
SupervisorCRD 7824283
Kevin Schomer
Registered RepresentativeCRD 5829863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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