Ernest Dale Anderson

Employer firm

Lfn Advisors Inc. CRD 169361

$23.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 05/2017
  Dale Anderson, Sole Proprietor
  Grand Rapids, MI
• 11/2015 → 05/2017
  Waddell & Reed Inc
  Grand Rapids, MI
• 07/2016 → Present
  Dale Anderson, Sole Proprietor
  Grand Rapids, MI
• 05/2017 → Present
  Lfn Advisors, Inc.
  Kentwood, MI
• 12/2015 → 05/2017
  Waddell & Reed
  Grand Rapids, MI
• 02/2019 → Present
  Oeconomous
  Kentwood, MI
• 05/2017 → Present
  Legacy Financial Network
  Kentwood, MI
• 07/2017 → Present
  Small Business Development Corp Of West Michigan
  Allendale, MI

Previous Registrations

• 2015-12-02 → 2017-11-20
  Waddell & Reed
  Grand Rapids, MI
  Hamden, CT
• 2012-07-12 → 2015-12-04
  Voisard Asset Management Group
  Grand Rapids, MI
• 2011-10-18 → 2012-07-06
  New England Securities
  Grand Rapids, MI
• 2009-03-16 → 2011-08-05
  Signator Investors, Inc.
  Grand Rapids, MI

Other Businesses

Name of other business: Legacy Financial Network; Investment related: Title: Insurance Agent Location: Kentwood, MI; Nature of business: Insurance sales and services; Start 05/2017; Number of hours: 20 hours per month. Number of hours you devote to the other business during securities trading hours: 15 Name of the other business: Dale Anderson, Sole Proprietor; Not Investment-related; Title: Marketing Consultant; Location: Kentwood, MI; Nature of the other business: Marketing; Start date: 07/2016 Approximate number of hours/month: 15 Number of hours you devote to the other business during securities trading hours: 10 Name of other business: Oeconomous Investment related: Not Investment related; Title: Minority Partner Location: Kentwood, MI; Nature of business:Transition planning for advisors; Number of hours: 5 hrs per month.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-20

Other Names

• Dale Anderson