Shon P Anderson
Investment adviser representative at Anderson Financial Strategies, LLC
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$402.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Anderson Financial Strategies, LLCOct 2012 to now
- Cfa Society DaytonOct 2012 to now
- Wright State UniversityJan 2009 to now
- United Planners Financial Services of AmericaMar 2018 to May 2019
- Kier Educational ResourcesOct 2015 to Dec 2019
- Cutter & Company, Inc. d/b/a Anderson Financial Strategies, LLCOct 2012 to Mar 2017
- Rental PropertiesJul 2010 to Sep 2021
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
Anderson Financial Strategies, LLC
$402.1MAssets managed
230Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5276913
- Firm CRD
- 290343