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Anweiler Financial Management, LLC CRD 122236
$51.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
618 Professional Park Suite 2, New Haven, IN 46774 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-04 |
| IN | RA | APPROVED | 1998-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anweiler Financial Management,Llc | New Haven | IN | 12/1998 | Present |
I HAVE BECOME LICENSED WITH JACKSON NATIONAL LIFE TO SELL FIXED ANNUITIES. THIS AGREEMENT IS ISSUED TO ME AS AN INDIVIDUAL AGENT. DEUTCHLAND IMPORTS-OWNER-NON INVESTMENT RELATED IMPORT FIRM. MINIMUM HOURS THROUGHOUT THE YEAR. EXIGENT INC.-PRESIDENT-NON INVESTMENT RELATED MANUFACTURING FIRM. MINIMAL HOURS SPENT THROUGHOUT THE YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-07 |
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