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MA

Michael R. Anthony

GOLDEN YEARS FINANCIAL ADVISORS
South Bend, IN 46614
Some features on this profile are disabled
CRD#: 7077467
MA

Professional summary

Michael Ryan Anthony, CFP® is a registered financial advisor currently at GOLDEN YEARS FINANCIAL ADVISORS, INC. located in South Bend, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ryan Anthony's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

February 25, 2019 - Present

GOLDEN YEARS FINANCIAL ADVISORS, INC.

Office #1: 614 E. Ireland Road, South Bend, IN 46614
RIA
CRD#: 174275
South Bend, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(2/25/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2019
Uniform Investment Adviser Law Examination

Current Firm

GY
GOLDEN YEARS FINANCIAL ADVISORS, INC.
GOLDEN YEARS FINANCIAL ADVISORS, INC.

CRD#: 174275 / SEC#:

Indiana
Registered Investment Advisory firm - (1/8/2015 Approved)
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Contact information

Main Address
614 E. Ireland Road, South Bend, IN 46614
Mailing Address
Phone number
(574) 968-7926
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GOLDEN YEARS FINANCIAL ADVISORS, INC.

CRD#: 174275South Bend, IN 46614

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