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Michael Ryan Anthony

Golden Years Financial Advisors, Inc.

South Bend, IN

CRD 7077467

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Employer firm

Golden Years Financial Advisors, Inc. CRD 174275

328 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Golden Years Financial Advisors, Inc.

614 E. Ireland Road, South Bend, IN 46614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-28
IN RA APPROVED 2019-02-25
  • TX RA
    APPROVED_RES
    Since 2026-07-28
  • IN RA
    APPROVED
    Since 2019-02-25

Branch Locations

614 E. Ireland Road, South Bend, IN 46614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Golden Years Financial Advisors, Inc. South Bend IN 02/2019 Present
Idea Translations Caba, Buenos Aires 06/2018 12/2018
Full-Time Student Culver IN 01/2009 05/2018
Michael Anthony Agency South Bend IN 01/2019 Present
Golden Years Holdco1, Inc. Wakarusa IN 01/2026 Present
Golden Years Holdco 2, Inc. Wakarusa IN 01/2026 Present
Golden Years Holdco 3, Inc. Wakarusa IN 01/2026 Present
Golden Years Intermediate, Llc Wakarusa IN 01/2026 Present
Meraki Intermediate Holdings, Llc Wakarusa IN 01/2026 Present
  • 02/2019 → Present
    South Bend, IN
  • 06/2018 → 12/2018
    Idea Translations
    Caba, Buenos Aires
  • 01/2009 → 05/2018
    Full-Time Student
    Culver, IN
  • 01/2019 → Present
    Michael Anthony Agency
    South Bend, IN
  • 01/2026 → Present
    Golden Years Holdco1, Inc.
    Wakarusa, IN
  • 01/2026 → Present
    Golden Years Holdco 2, Inc.
    Wakarusa, IN
  • 01/2026 → Present
    Golden Years Holdco 3, Inc.
    Wakarusa, IN
  • 01/2026 → Present
    Golden Years Intermediate, Llc
    Wakarusa, IN
  • 01/2026 → Present
    Meraki Intermediate Holdings, Llc
    Wakarusa, IN
Other Businesses

1. Michael Anthony Agency; South Bend, IN; Investment Related; Fixed Insurance Sales; Insurance Agent; 40 hours spent per month; 10 hours spent per month during trading hours; started 01/2019. 2. 3. Golden Years Holdco 1,Inc.; Golden Years Holdco 2, Inc.; Golden Years Holdco 3, Inc.; Golden Years Intermediate, LLC; Meraki Intermediate Holdings, LLC; all holding companies, no services provided, 0 hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-18
  • S65 Uniform Investment Adviser Law Examination
    2019-02-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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