Kevin Scott Anthony

Employer firm

Golden Years Financial Advisors, Inc. CRD 174275

328 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 01/1984 → 12/2024
  Anthony Financial Services
  Wakarosa, IN
• 04/2009 → Present
  Golden Years Planning Group
  Wakarusa, IN
• 12/2014 → Present
  Golden Years Financial Advisors, Inc.
  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

• 2013-04-02 → 2014-12-31
  Independence Capital Co., Inc.
  Parma, OH

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

• S66 Uniform Combined State Law Examination
  2011-07-06
• S63 Uniform Securities Agent State Law Examination
  1987-01-20