Jon Anas

Jon Anas

Senior Financial Advisor

Phone: 701-282-6004
Fax: 701-282-6005
E-mail:
 

We serve individual investors and business owners looking to build and maintain wealth. Our customized approach helps clients manage their wealth as they pursue their specific financial goals and objectives.  We believe superior customer service sets our practice apart.  

I have 24 years of experience in the financial services industry. After graduating from North Dakota State University, I began my career with Lutheran Brotherhood's Fargo office. I have remained in the Fargo area and acquired experience with life insurance, a regional brokerage firm and Community First Bank. This broad exposure allowed me to develop an extensive skill set to address my client's needs. In addition, extended familiarity with market cycles allows me to take a long-term approach to wealth management. I hold my Series 6, 7, 10, 63, and 65 registrations.

I also have recently earned the Retirement Income Certified Professional  (RICP®) Professional Designation.  I can provide advice on a broad range of retirement topics including income needs and objectives, legacy issues and Social Security. 

I grew up in Bismarck and now live in South Fargo with my wife, son and daughter. I enjoy volunteering and have served on the Board of Directors at Oxbow Country Club. I am active with Junior Achievement Program for Fargo Public Schools. I enjoy running, golfing, yoga and hanging out at the lake. My greatest joy is my family and am blessed with two amazing kids, Olivia 16 and Zander 10.