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Current Employers
Lfn Advisors Inc.

700 Terrace Point Dr. Suite 325, Muskegon, MI 49440 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-04-15
  • MI RA
    APPROVED
    Since 2024-04-15

Branch Locations

700 Terrace Point Dr. Suite 325, Muskegon, MI 49440 • United States

800 E. Ellis Rd Suite 243, Norton Shores, MI 49441 • United States

56 E. Lakewood Drive Suite 30, Holland, MI 49424 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Dale Anderson, Sole Proprietor Grand Rapids MI 11/2015 05/2017
Waddell & Reed Inc Grand Rapids MI 11/2015 05/2017
Dale Anderson, Sole Proprietor Grand Rapids MI 07/2016 Present
Lfn Advisors, Inc. Kentwood MI 05/2017 Present
Waddell & Reed Grand Rapids MI 12/2015 05/2017
Oeconomous Kentwood MI 02/2019 Present
Legacy Financial Network Kentwood MI 05/2017 Present
Small Business Development Corp Of West Michigan Allendale MI 07/2017 Present
  • 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
    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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-20
  • S66 Uniform Combined State Law Examination
    2009-01-20
Other Names
  • Dale Anderson

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