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 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
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
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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