Anico Financial Solutions, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
85
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 first registered with the SEC in 2019. FINTRX classifies the firm as "Unclassified" and lists its ownership as a combination of a domestic entity and an individual. The snapshot flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, and not operating as a pension consultant or a related adviser. Regulatory flags in the FINTRX record indicate the firm is not marked as a multi-state adviser and is not labeled a newly formed adviser. The profile does not include detail on the firm's advisory activities, fee model, or client segments in the provided data.

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 84
  • Taunie Uhlenhake

    Taunie Uhlenhake

    Internal WholesalerCRD 4940216

  • Marsha Bailey

    Marsha Bailey

    SupervisorCRD 7824283

  • Kevin Schomer

    Kevin Schomer

    Registered RepresentativeCRD 5829863

Unlock 81 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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