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 is registered with the SEC as of 2019. The firm is classified as an insurance broker‑dealer and its ownership is recorded as a mix of a domestic entity and an individual. That footprint and classification indicate its primary role is distribution and brokerage of insurance-related products rather than operating as a traditional discretionary asset manager or capital allocator. Public records flag several organizational characteristics that further clarify how the firm presents itself: it is not identified as a capital allocator, is not categorized as a multi‑state registered investment adviser, and is not listed as an ESG‑focused investor or a pension consultant. Those attributes suggest the firm’s activities center on brokerage and insurance intermediation, with limited emphasis on running pooled investment strategies or offering multi‑state advisory platforms.
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 84
Kevin Schomer
Registered RepresentativeCRD 5829863

Brian Hait
Senior ManagerCRD 5356818
Martin Kyler
Senior Compliance AnalystCRD 7031253
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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