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Thad Michael Luikart

Anico Financial Services, Inc.

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About Thad Michael Luikart

Thad Michael Luikart is a financial professional with over 16 years of experience in the industry. He has been registered with Anico Financial Services, Inc. since 2012 and previously worked at SECURITIES MANAGEMENT & RESEARCH, INC. Thad holds several licenses including Series 6, Series 26, Series 99TO, and SIE. He is dedicated to providing his clients with comprehensive financial services, including investment advice and guidance. Thad is committed to helping individuals achieve their financial goals.

Firm Information

Thad Luikart is currently registered with Anico Financial Services, Inc.. Anico Financial Services, Inc. is a Corporation formed on December 21, 2010. The firm is registered in 18 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Thad Luikart’s Registration & Firm History

TX

09/05/2012 - Present

Anico Financial Services, Inc. (GALVESTON TX)

TX

03/20/2006 - 09/04/2012

SECURITIES MANAGEMENT & RESEARCH, INC. (GALVESTON TX)

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Licenses & Designations

BC

Issued 05/02/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thad Michael Luikart.
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