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ANDERSON FINANCIAL STRATEGIES, LLC

DAYTON, OH · CRD 290343 · IAPD ↗ · (855)237-4545

$402.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ANDERSON FINANCIAL STRATEGIES, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — ANDERSON FINANCIAL STRATEGIES, LLC reported RAUM up 42% ($245.7M -> $348.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — ANDERSON FINANCIAL STRATEGIES, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — ANDERSON FINANCIAL STRATEGIES, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.