Meet the Professional
Unqualified references of Expert are difficult to substantiate to regulators
Jon Anas
Sr. Financial Advisor, Owner/Partner
FOCUS
We serve individual investors and business owners looking to build and maintain wealth. Our approach is to create customized strategies for all market conditions. Our comprehensive planning is designed to help clients to pursue their vision of financial security.
Background & Experience
I have 24 years of experience in the financial services industry. After graduating from North Dakota State University with a Bachelor of Science degree in Business Management, I began my career in financial services. My experiences include life and health insurance with Lutheran Brotherhood, securities and retirement planning with Edward Jones and RBC Wealth Management. I have also managed the investment sales platform within Community First Bank in Fargo, ND. This broad exposure allowed me to develop extensive investment management skills. In addition, managing money through various market cycles allows me to take a long-term approach to wealth management. I hold my Series 6, 7, 10, 63 and 65 registrations.
I also have recently earned the Retirement Income Certified Professional (RICP®) Professional Designation. I can provide advice on a broad range of retirement topics including income needs and objectives, legacy issues and Social Security.
Away From The Office
I grew up in Bismarck, ND and now live in South Fargo with my wife and children. I love to travel with my wife and discover our “new” favorite place. I stay active by chasing our grandkids and volunteering as a group leader for our son’s confirmation class. I’m passionate about golf and currently serve on the Board of Directors at the Fargo Country Club.
