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AA

Arinze Anakwenze

CRD#: 7790969
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AA
Arinze Anakwenze

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arinze Anakwenze was a registered financial professional .

Arinze is a previously registered financial professional and started their career in finance in 2023. Arinze had worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 22, 2025 - April 17, 2026

FERN FINANCIAL GROUP, LLC

RIA
CRD#: 322658
Scottsdale, AZ
Past

October 6, 2023 - June 20, 2025

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
PHOENIX, AZ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/6/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/3/2023
Securities Industry Essentials Examination

Current Firm


FF
FERN FINANCIAL GROUP, LLC
FERN FINANCIAL GROUP, LLC

CRD#: 322658 / SEC#:

Arizona
Registered Investment Advisory firm - (9/16/2022 Approved)
California
Registered Investment Advisory firm - (10/24/2022 Approved)
Kansas
Registered Investment Advisory firm - (9/19/2022 Approved)
Missouri
Registered Investment Advisory firm - (2/18/2026 Approved)
Nevada
Registered Investment Advisory firm - (8/22/2024 Approved)
North Carolina
Registered Investment Advisory firm - (1/14/2026 Approved)
Texas
Registered Investment Advisory firm - (9/22/2022 Approved)
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Contact information


Main Address
Mesa, AZ
Mailing Address
2036 N Gilbert Rd Suite 2-602, Mesa, AZ 85203
Phone number
(480) 856-5800
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts89
AUM (Assets Under Management)$ 30,381,577

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


FERN FINANCIAL GROUP, LLC

CRD#: 322658

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