ANICO FINANCIAL SOLUTIONS, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
83
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 registered with the SEC in 2019. FINTRX classifies the firm as unclassified and identifies its ownership as a mix of a domestic entity and an individual. The firm does not appear in the FINTRX data as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The available records contain minimal disclosure about the business model, advisory activities, client types, or fee arrangements. That absence of detail limits visibility into whether the firm operates as a traditional RIA, provides family office services, or focuses on a niche client segment.

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

    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

Unlock 79 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth