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 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
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 1ELIZABETH BAILEY
Chief Operating Officer and Chief Compliance OfficerCRD 4154255
Contacts
3 of 82TAUNIE 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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