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614 E. Ireland Road, South Bend, IN 46614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-28 |
| IN | RA | APPROVED | 2015-01-08 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-20 |
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