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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 2015-01-08
  • TX RA
    APPROVED_RES
    Since 2026-07-28
  • IN RA
    APPROVED
    Since 2015-01-08

Branch Locations

614 E. Ireland Road, South Bend, IN 46614 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anthony Financial Services Wakarosa IN 01/1984 12/2024
Golden Years Planning Group Wakarusa IN 04/2009 Present
Golden Years Financial Advisors, Inc. Wakarusa IN 12/2014 Present
The Sanders Agency, Inc. South Bend IN 10/2022 Present
Golden Years Holdco 1, 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 Wakarosa IN 01/2026 Present
Meraki Intermediate Holdings, Llc Scottsdale AZ 01/2026 Present
  • 01/1984 → 12/2024
    Anthony Financial Services
    Wakarosa, IN
  • 04/2009 → Present
    Golden Years Planning Group
    Wakarusa, IN
  • 12/2014 → Present
    Wakarusa, IN
  • 10/2022 → Present
    The Sanders Agency, Inc.
    South Bend, IN
  • 01/2026 → Present
    Golden Years Holdco 1, 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
    Wakarosa, IN
  • 01/2026 → Present
    Meraki Intermediate Holdings, Llc
    Scottsdale, AZ
Previous Registrations
Other Businesses

1.GOLDEN YEARS PLANNING SERVICES, INC.; 300 S. ELKHART STREET, WAKARUSA, IN 46573; INVESTMENT RELATED; SOLE PROPRIETOR/INSURANCE AGENT; STARTED 04/2009; APPROXIMATELY 25% OF TIME IS SPENT IN THIS BUSINESS; THE SALE OF LIFE INSURANCE AND FIXED ANNUITY PRODUCTS. 2. THE SANDERS AGENCY INC.; 614 E IRELAND ROAD SOUTH BEND, IN 46614; NOT-INVESTMENT RELATED; OWNER/PRESIDENT; STARTED 10/2022; APPROXIMATELY 23% OF TIME IS SPENT IN THIS BUSINESS; 30 HOURS/MONTH. ZERO HOURS DURING TRADING. OWNS AND MANAGES EMPLOYEES OF A HEALTH INSURANCE PRACTICE. NOT ENGAGED IN ACTIVE SALES. 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
S66 Uniform Combined State Law Examination 2011-07-06
S63 Uniform Securities Agent State Law Examination 1987-01-20
  • S66 Uniform Combined State Law Examination
    2011-07-06
  • S63 Uniform Securities Agent State Law Examination
    1987-01-20

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